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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 | $436,167 | $154,228+182.8% | $145,433+199.9% | $137,256+217.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.93% | 74.59%-69.7pp | 66.58%-61.6pp | 220.34%-215.4pp |
| Employer contribution / active EE | $5,454 | $4,804+13.5% | $4,554+19.8% | $4,156+31.2% |
| Participant deferral / active EE | $23,167 | $8,216+182.0% | $7,897+193.3% | $6,407+261.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |