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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 | $363,012 | $223,823+62.2% | $211,142+71.9% | $154,746+134.6% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 6.46% | 50.39%-43.9pp | 46.84%-40.4pp | 172.34%-165.9pp |
| Employer contribution / active EE | $7,303 | $6,787+7.6% | $6,442+13.4% | $4,379+66.8% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |