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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 | $325,277 | $172,111+89.0% | $150,298+116.4% | $137,256+137.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 2.68% | 69.37%-66.7pp | 62.79%-60.1pp | 220.34%-217.7pp |
| Employer contribution / active EE | $11,891 | $4,636+156.5% | $4,154+186.2% | $4,156+186.1% |
| Participant deferral / active EE | $19,500 | $6,166+216.3% | $5,453+257.6% | $6,407+204.4% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |