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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 | $154,228+340.5% | $145,433+367.1% | $137,256+394.9% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 9.83% | 74.59%-64.8pp | 66.58%-56.7pp | 220.34%-210.5pp |
| Employer contribution / active EE | $5,879 | $4,804+22.4% | $4,554+29.1% | $4,156+41.5% |
| Participant deferral / active EE | $12,237 | $8,216+48.9% | $7,897+55.0% | $6,407+91.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |