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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 | $262,357 | $156,398+67.7% | $147,318+78.1% | $138,895+88.9% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 7.83% | 78.75%-70.9pp | 70.43%-62.6pp | 145.39%-137.6pp |
| Employer contribution / active EE | $12,648 | $4,853+160.6% | $4,593+175.4% | $4,194+201.6% |
| Participant deferral / active EE | $9,216 | $8,237+11.9% | $7,906+16.6% | $6,396+44.1% |
| Admin fee / account holder | $237 | $14,976-98.4% | $13,708-98.3% | $12,562-98.1% |