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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 | $294,852 | $176,105+67.4% | $159,474+84.9% | $167,536+76.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.63% | 331.91%-322.3pp | 263.68%-254.0pp | 478.82%-469.2pp |
| Employer contribution / active EE | $6,550 | $5,299+23.6% | $4,831+35.6% | $4,839+35.4% |
| Participant deferral / active EE | $10,210 | $7,751+31.7% | $7,353+38.8% | $6,342+61.0% |
| Admin fee / account holder | $219 | $12,559-98.3% | $10,802-98.0% | $12,315-98.2% |