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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 | $274,463 | $211,105+30.0% | $178,449+53.8% | $145,978+88.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.36% | 30.19%-22.8pp | 27.09%-19.7pp | 550.52%-543.2pp |
| Employer contribution / active EE | $6,929 | $4,569+51.7% | $3,951+75.4% | $4,662+48.6% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,277-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3 | $12,017-100.0% | $10,362-100.0% | $13,400-100.0% |