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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 | $262,778 | $154,228+70.4% | $145,433+80.7% | $137,256+91.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 3.29% | 74.59%-71.3pp | 66.58%-63.3pp | 220.34%-217.0pp |
| Employer contribution / active EE | $9,054 | $4,804+88.5% | $4,554+98.8% | $4,156+117.9% |
| Participant deferral / active EE | $15,900 | $8,216+93.5% | $7,897+101.3% | $6,407+148.2% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |