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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 | $285,319 | $97,125+193.8% | $86,233+230.9% | $137,256+107.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 8.46% | 74.19%-65.7pp | 61.39%-52.9pp | 220.34%-211.9pp |
| Employer contribution / active EE | $24,775 | $2,841+771.9% | $2,504+889.3% | $4,156+496.1% |
| Participant deferral / active EE | $15,292 | $5,180+195.2% | $4,559+235.4% | $6,407+138.7% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |