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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 | $265,398 | $172,111+54.2% | $150,298+76.6% | $137,256+93.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.83% | 69.37%-58.5pp | 62.79%-52.0pp | 220.34%-209.5pp |
| Employer contribution / active EE | $4,350 | $4,636-6.2% | $4,154+4.7% | $4,156+4.7% |
| Participant deferral / active EE | $31,000 | $6,166+402.8% | $5,453+468.5% | $6,407+383.9% |
| Admin fee / account holder | $153 | $16,471-99.1% | $14,116-98.9% | $12,270-98.8% |