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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 | $329,739 | $197,625+66.9% | $177,840+85.4% | $158,966+107.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.25% | 58.76%-53.5pp | 48.32%-43.1pp | 302.95%-297.7pp |
| Employer contribution / active EE | $5,082 | $6,698-24.1% | $5,919-14.1% | $4,762+6.7% |
| Participant deferral / active EE | $19,200 | $8,405+128.4% | $7,714+148.9% | $5,983+220.9% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |