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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 | $281,747 | $154,228+82.7% | $145,433+93.7% | $137,256+105.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.07% | 74.59%-63.5pp | 66.58%-55.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $10,175 | $4,804+111.8% | $4,554+123.4% | $4,156+144.8% |
| Participant deferral / active EE | $19,760 | $8,216+140.5% | $7,897+150.2% | $6,407+208.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |