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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 | $213,785+49.9% | $185,441+72.9% | $155,188+106.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 1.75% | 19.97%-18.2pp | 20.16%-18.4pp | 148.84%-147.1pp |
| Employer contribution / active EE | $9,990 | $5,393+85.2% | $4,672+113.8% | $4,248+135.2% |
| Participant deferral / active EE | $11,500 | $6,864+67.5% | $6,152+86.9% | $6,531+76.1% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |