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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 | $281,923 | $183,627+53.5% | $155,602+81.2% | $145,978+93.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.37% | 61.32%-54.9pp | 64.81%-58.4pp | 550.52%-544.1pp |
| Employer contribution / active EE | $32,264 | $5,316+506.9% | $4,675+590.1% | $4,662+592.1% |
| Participant deferral / active EE | $20,672 | $6,466+219.7% | $5,629+267.3% | $6,690+209.0% |
| Admin fee / account holder | $3 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |