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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 | $536,243 | $209,336+156.2% | $197,124+172.0% | $137,256+290.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.30% | 48.09%-36.8pp | 44.34%-33.0pp | 220.34%-209.0pp |
| Employer contribution / active EE | $16,353 | $6,591+148.1% | $6,227+162.6% | $4,156+293.5% |
| Participant deferral / active EE | $23,175 | $9,614+141.1% | $9,135+153.7% | $6,407+261.7% |
| Admin fee / account holder | $20 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |