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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 | $605,273 | $146,267+313.8% | $197,124+207.1% | $82,448+634.1% |
| Participation rate | 91.4% | 84.0%+7.4pp | 86.7%+4.7pp | 68.1%+23.4pp |
| Annual return | 11.64% | 29.61%-18.0pp | 44.34%-32.7pp | 41.64%-30.0pp |
| Employer contribution / active EE | $28,005 | $4,723+492.9% | $6,227+349.7% | $2,551+997.8% |
| Participant deferral / active EE | $19,029 | $7,035+170.5% | $9,135+108.3% | $4,139+359.7% |
| Admin fee / account holder | $3 | $14,422-100.0% | $16,298-100.0% | $7,234-100.0% |