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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 | $486,067 | $148,629+227.0% | $135,982+257.4% | $139,487+248.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.29% | 79.33%-69.0pp | 68.32%-58.0pp | 373.84%-363.6pp |
| Employer contribution / active EE | $2,700 | $5,247-48.5% | $4,859-44.4% | $4,755-43.2% |
| Participant deferral / active EE | $20,820 | $8,102+157.0% | $7,760+168.3% | $6,713+210.2% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |