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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 | $267,545 | $227,291+17.7% | $214,702+24.6% | $155,188+72.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 8.79% | 60.08%-51.3pp | 54.55%-45.8pp | 148.84%-140.1pp |
| Employer contribution / active EE | $3,095 | $6,772-54.3% | $6,461-52.1% | $4,248-27.1% |
| Participant deferral / active EE | $7,877 | $9,582-17.8% | $9,147-13.9% | $6,531+20.6% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |