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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 | $209,336+73.4% | $197,124+84.2% | $137,256+164.5% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 6.46% | 48.09%-41.6pp | 44.34%-37.9pp | 220.34%-213.9pp |
| Employer contribution / active EE | $7,303 | $6,591+10.8% | $6,227+17.3% | $4,156+75.7% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |