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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 | $763,867 | $72,071+959.9% | $68,368+1017.3% | $137,256+456.5% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.0%-10.0pp |
| Annual return | 10.96% | 353.14%-342.2pp | 292.57%-281.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $3,076 | $2,788+10.3% | $2,649+16.1% | $4,156-26.0% |
| Participant deferral / active EE | $16,253 | $4,410+268.6% | $4,123+294.2% | $6,407+153.7% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |