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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 | $387,422 | $162,136+138.9% | $152,301+154.4% | $154,746+150.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.70% | 91.02%-80.3pp | 80.50%-69.8pp | 172.34%-161.6pp |
| Employer contribution / active EE | $17,053 | $4,890+248.7% | $4,624+268.7% | $4,379+289.4% |
| Participant deferral / active EE | $3,680 | $8,341-55.9% | $8,004-54.0% | $6,730-45.3% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |