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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 | $445,586 | $174,379+155.5% | $152,093+193.0% | $138,895+220.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.19% | 74.86%-64.7pp | 66.36%-56.2pp | 145.39%-135.2pp |
| Employer contribution / active EE | $16,715 | $4,652+259.3% | $4,175+300.4% | $4,194+298.5% |
| Participant deferral / active EE | $4,584 | $6,159-25.6% | $5,451-15.9% | $6,396-28.3% |
| Admin fee / account holder | $213 | $16,880-98.7% | $14,497-98.5% | $12,562-98.3% |