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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 | $391,498 | $183,592+113.2% | $155,574+151.6% | $145,877+168.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.47% | 61.37%-52.9pp | 64.87%-56.4pp | 551.28%-542.8pp |
| Employer contribution / active EE | $5,387 | $5,317+1.3% | $4,676+15.2% | $4,663+15.5% |
| Participant deferral / active EE | $5,358 | $6,466-17.1% | $5,629-4.8% | $6,691-19.9% |
| Admin fee / account holder | $184 | $19,316-99.0% | $15,914-98.8% | $13,402-98.6% |