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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 | $322,392 | $172,111+87.3% | $150,298+114.5% | $137,256+134.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.20% | 69.37%-58.2pp | 62.79%-51.6pp | 220.34%-209.1pp |
| Employer contribution / active EE | $4,872 | $4,636+5.1% | $4,154+17.3% | $4,156+17.2% |
| Participant deferral / active EE | $6,666 | $6,166+8.1% | $5,453+22.2% | $6,407+4.0% |
| Admin fee / account holder | $82 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |