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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 | $679,344 | $162,136+319.0% | $152,301+346.1% | $154,746+339.0% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 9.83% | 91.02%-81.2pp | 80.50%-70.7pp | 172.34%-162.5pp |
| Employer contribution / active EE | $5,879 | $4,890+20.2% | $4,624+27.1% | $4,379+34.3% |
| Participant deferral / active EE | $12,237 | $8,341+46.7% | $8,004+52.9% | $6,730+81.8% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |