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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 | $252,406 | $201,372+25.3% | $184,260+37.0% | $145,884+73.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.09% | 29.04%-22.9pp | 28.84%-22.7pp | 551.85%-545.8pp |
| Employer contribution / active EE | $12,500 | $7,024+78.0% | $6,427+94.5% | $4,662+168.1% |
| Participant deferral / active EE | $30,500 | $9,808+211.0% | $9,133+234.0% | $6,690+355.9% |
| Admin fee / account holder | $60 | $16,362-99.6% | $13,898-99.6% | $13,392-99.6% |