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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 | $252,224 | $199,109+26.7% | $173,730+45.2% | $154,746+63.0% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.6%+7.9pp | 80.7%+6.8pp |
| Annual return | 4.10% | 20.02%-15.9pp | 19.96%-15.9pp | 172.34%-168.2pp |
| Employer contribution / active EE | $6,937 | $5,311+30.6% | $4,577+51.6% | $4,379+58.4% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | -$594 | $20,916-102.8% | $17,523-103.4% | $14,365-104.1% |