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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 | $478,877 | $155,555+207.8% | $146,866+226.1% | $155,188+208.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 9.83% | 115.41%-105.6pp | 102.85%-93.0pp | 148.84%-139.0pp |
| Employer contribution / active EE | $16,120 | $4,647+246.9% | $4,425+264.3% | $4,248+279.5% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |