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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 | $393,276 | $157,304+150.0% | $141,197+178.5% | $152,909+157.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.18% | 64.34%-53.2pp | 71.41%-60.2pp | 345.46%-334.3pp |
| Employer contribution / active EE | $4,838 | $5,263-8.1% | $4,736+2.2% | $4,764+1.6% |
| Participant deferral / active EE | $6,419 | $7,111-9.7% | $6,710-4.3% | $5,851+9.7% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |