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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 | $251,065 | $76,407+228.6% | $150,298+67.0% | $82,448+204.5% |
| Participation rate | 88.0% | 66.4%+21.6pp | 77.8%+10.2pp | 68.1%+19.9pp |
| Annual return | 11.40% | 39.99%-28.6pp | 62.79%-51.4pp | 41.64%-30.2pp |
| Employer contribution / active EE | $5,779 | $2,614+121.1% | $4,154+39.1% | $2,551+126.5% |
| Participant deferral / active EE | $8,505 | $3,214+164.6% | $5,453+56.0% | $4,139+105.5% |
| Admin fee / account holder | $93 | $6,352-98.5% | $14,116-99.3% | $7,234-98.7% |