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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 | $259,127 | $159,934+62.0% | $147,005+76.3% | $145,959+77.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 6.87% | 98.24%-91.4pp | 418.76%-411.9pp | 561.95%-555.1pp |
| Employer contribution / active EE | $7,853 | $5,287+48.5% | $4,934+59.1% | $4,661+68.5% |
| Participant deferral / active EE | $8,803 | $8,427+4.5% | $8,070+9.1% | $6,689+31.6% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |