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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 | $276,152 | $156,398+76.6% | $147,318+87.5% | $138,895+98.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.19% | 78.75%-68.6pp | 70.43%-60.2pp | 145.39%-135.2pp |
| Employer contribution / active EE | $23,638 | $4,853+387.1% | $4,593+414.7% | $4,194+463.6% |
| Participant deferral / active EE | $10,333 | $8,237+25.4% | $7,906+30.7% | $6,396+61.6% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |