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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 | $275,795 | $129,737+112.6% | $119,126+131.5% | $154,746+78.2% |
| Participation rate | 81.8% | 78.9%+3.0pp | 75.8%+6.1pp | 80.7%+1.1pp |
| Annual return | 8.87% | 379.08%-370.2pp | 282.11%-273.2pp | 172.34%-163.5pp |
| Employer contribution / active EE | $4,866 | $4,375+11.2% | $4,034+20.6% | $4,379+11.1% |
| Participant deferral / active EE | $9,595 | $5,842+64.2% | $5,318+80.4% | $6,730+42.6% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |