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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 | $608,636 | $148,629+309.5% | $135,982+347.6% | $139,487+336.3% |
| Participation rate | 95.7% | 83.9%+11.8pp | 81.9%+13.7pp | 80.3%+15.3pp |
| Annual return | 5.92% | 79.33%-73.4pp | 68.32%-62.4pp | 373.84%-367.9pp |
| Employer contribution / active EE | $21,038 | $5,247+301.0% | $4,859+333.0% | $4,755+342.5% |
| Participant deferral / active EE | $13,603 | $8,102+67.9% | $7,760+75.3% | $6,713+102.6% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |