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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 | $360,873 | $217,432+66.0% | $185,849+94.2% | $167,536+115.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.48% | 148.42%-140.9pp | 122.10%-114.6pp | 478.82%-471.3pp |
| Employer contribution / active EE | $25,000 | $5,875+325.6% | $5,169+383.7% | $4,839+416.6% |
| Participant deferral / active EE | $26,000 | $6,357+309.0% | $5,569+366.9% | $6,342+309.9% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |