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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 | $315,239 | $154,228+104.4% | $145,433+116.8% | $137,256+129.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.06% | 74.59%-68.5pp | 66.58%-60.5pp | 220.34%-214.3pp |
| Employer contribution / active EE | $17,312 | $4,804+260.4% | $4,554+280.1% | $4,156+316.6% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6 | $14,344-100.0% | $13,129-100.0% | $12,270-99.9% |