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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 | $145,431+316.2% | $211,142+186.7% | $87,485+591.9% |
| Participation rate | 91.4% | 84.7%+6.7pp | 87.3%+4.1pp | 68.9%+22.5pp |
| Annual return | 11.64% | 27.21%-15.6pp | 46.84%-35.2pp | 26.06%-14.4pp |
| Employer contribution / active EE | $28,005 | $4,662+500.8% | $6,442+334.7% | $2,596+978.7% |
| Participant deferral / active EE | $19,029 | $6,859+177.4% | $9,284+105.0% | $4,274+345.3% |
| Admin fee / account holder | $3 | $17,052-100.0% | $19,076-100.0% | $7,775-100.0% |