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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 | $260,114 | $154,228+68.7% | $145,433+78.9% | $137,256+89.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.01% | 74.59%-63.6pp | 66.58%-55.6pp | 220.34%-209.3pp |
| Employer contribution / active EE | $10,843 | $4,804+125.7% | $4,554+138.1% | $4,156+160.9% |
| Participant deferral / active EE | $23,500 | $8,216+186.0% | $7,897+197.6% | $6,407+266.8% |
| Admin fee / account holder | $210 | $14,344-98.5% | $13,129-98.4% | $12,270-98.3% |