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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 | $1,183,835 | $178,174+564.4% | $156,181+658.0% | $137,256+762.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 10.06% | 84.19%-74.1pp | 64.87%-54.8pp | 220.34%-210.3pp |
| Employer contribution / active EE | $6,260 | $4,972+25.9% | $4,294+45.8% | $4,156+50.6% |
| Participant deferral / active EE | $7,825 | $6,888+13.6% | $6,132+27.6% | $6,407+22.1% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |