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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 | $317,319 | $181,896+74.5% | $156,551+102.7% | $273,972+15.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.80% | 30.74%-27.9pp | 32.23%-29.4pp | 41.46%-38.7pp |
| Employer contribution / active EE | $9,143 | $6,248+46.3% | $5,501+66.2% | $4,869+87.8% |
| Participant deferral / active EE | $10,140 | $5,550+82.7% | $4,871+108.2% | $5,287+91.8% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |