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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 | $320,540 | $254,759+25.8% | $216,567+48.0% | $198,609+61.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 1.75% | 10.04%-8.3pp | 12.94%-11.2pp | 202.70%-200.9pp |
| Employer contribution / active EE | $9,990 | $6,096+63.9% | $5,216+91.5% | $5,055+97.6% |
| Participant deferral / active EE | $11,500 | $6,948+65.5% | $6,191+85.8% | $6,977+64.8% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |