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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 | $304,622 | $156,398+94.8% | $147,318+106.8% | $138,895+119.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.48% | 78.75%-68.3pp | 70.43%-59.9pp | 145.39%-134.9pp |
| Employer contribution / active EE | $23,430 | $4,853+382.8% | $4,593+410.1% | $4,194+458.6% |
| Participant deferral / active EE | $26,083 | $8,237+216.6% | $7,906+229.9% | $6,396+307.8% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |