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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 | $364,694 | $217,427+67.7% | $185,837+96.2% | $167,518+117.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.13% | 148.39%-142.3pp | 122.08%-115.9pp | 478.71%-472.6pp |
| Employer contribution / active EE | $9,164 | $5,874+56.0% | $5,168+77.3% | $4,838+89.4% |
| Participant deferral / active EE | $8,880 | $6,357+39.7% | $5,568+59.5% | $6,342+40.0% |
| Admin fee / account holder | $195 | $19,816-99.0% | $16,241-98.8% | $12,312-98.4% |