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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 | $287,754 | $97,289+195.8% | $92,805+210.1% | $155,188+85.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 7.60% | 29.03%-21.4pp | 31.59%-24.0pp | 148.84%-141.2pp |
| Employer contribution / active EE | $33,488 | $3,632+822.0% | $3,424+878.0% | $4,248+688.4% |
| Participant deferral / active EE | $26,126 | $8,795+197.0% | $8,448+209.3% | $6,531+300.0% |
| Admin fee / account holder | $0 | $12,015-100.0% | $10,911-100.0% | $14,480-100.0% |