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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 | $429,968 | $160,028+168.7% | $147,080+192.3% | $145,884+194.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 6.19% | 98.60%-92.4pp | 420.17%-414.0pp | 551.85%-545.7pp |
| Employer contribution / active EE | $4,793 | $5,286-9.3% | $4,933-2.8% | $4,662+2.8% |
| Participant deferral / active EE | $12,561 | $8,422+49.1% | $8,066+55.7% | $6,690+87.8% |
| Admin fee / account holder | $18 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |