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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 | $259,124 | $174,379+48.6% | $152,093+70.4% | $138,895+86.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 5.43% | 74.86%-69.4pp | 66.36%-60.9pp | 145.39%-140.0pp |
| Employer contribution / active EE | $12,878 | $4,652+176.8% | $4,175+208.5% | $4,194+207.0% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |