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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 | $323,843 | $172,111+88.2% | $150,298+115.5% | $137,256+135.9% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 7.94% | 69.37%-61.4pp | 62.79%-54.8pp | 220.34%-212.4pp |
| Employer contribution / active EE | $13,421 | $4,636+189.5% | $4,154+223.1% | $4,156+222.9% |
| Participant deferral / active EE | $4,839 | $6,166-21.5% | $5,453-11.3% | $6,407-24.5% |
| Admin fee / account holder | $7 | $16,471-100.0% | $14,116-99.9% | $12,270-99.9% |