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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 | $100,970+185.0% | $96,576+198.0% | $137,256+109.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 7.60% | 38.16%-30.6pp | 38.47%-30.9pp | 220.34%-212.7pp |
| Employer contribution / active EE | $33,488 | $3,809+779.1% | $3,553+842.5% | $4,156+705.8% |
| Participant deferral / active EE | $26,126 | $8,286+215.3% | $7,956+228.4% | $6,407+307.8% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |