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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $324,999 | $172,111+88.8% | $150,298+116.2% | $137,256+136.8% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 9.83% | 69.37%-59.5pp | 62.79%-53.0pp | 220.34%-210.5pp |
| Employer contribution / active EE | $12,128 | $4,636+161.6% | $4,154+192.0% | $4,156+191.8% |
| Participant deferral / active EE | $9,390 | $6,166+52.3% | $5,453+72.2% | $6,407+46.6% |
| Admin fee / account holder | $243 | $16,471-98.5% | $14,116-98.3% | $12,270-98.0% |