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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 | $199,109+61.0% | $173,730+84.5% | $154,746+107.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 1.75% | 20.02%-18.3pp | 19.96%-18.2pp | 172.34%-170.6pp |
| Employer contribution / active EE | $9,990 | $5,311+88.1% | $4,577+118.2% | $4,379+128.1% |
| Participant deferral / active EE | $11,500 | $7,113+61.7% | $6,326+81.8% | $6,730+70.9% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |