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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 | $465,955 | $181,062+157.3% | $158,223+194.5% | $155,188+200.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 5.63% | 57.39%-51.8pp | 52.09%-46.5pp | 148.84%-143.2pp |
| Employer contribution / active EE | $18,721 | $4,565+310.1% | $4,109+355.6% | $4,248+340.7% |
| Participant deferral / active EE | $11,874 | $6,134+93.6% | $5,467+117.2% | $6,531+81.8% |
| Admin fee / account holder | $124 | $18,825-99.3% | $16,047-99.2% | $14,480-99.1% |