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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 | $421,287 | $149,040+182.7% | $120,225+250.4% | $137,256+206.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 7.06% | 605.68%-598.6pp | 439.23%-432.2pp | 220.34%-213.3pp |
| Employer contribution / active EE | $2,475 | $4,350-43.1% | $3,475-28.8% | $4,156-40.4% |
| Participant deferral / active EE | $8,800 | $4,655+89.1% | $3,999+120.1% | $6,407+37.4% |
| Admin fee / account holder | $25 | $6,348-99.6% | $5,696-99.6% | $12,270-99.8% |