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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 | $597,149 | $209,336+185.3% | $197,124+202.9% | $137,256+335.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 6.29% | 48.09%-41.8pp | 44.34%-38.1pp | 220.34%-214.0pp |
| Employer contribution / active EE | $4,253 | $6,591-35.5% | $6,227-31.7% | $4,156+2.3% |
| Participant deferral / active EE | $16,013 | $9,614+66.6% | $9,135+75.3% | $6,407+149.9% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |