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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 | $750,387 | $159,934+369.2% | $147,005+410.4% | $145,959+414.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.09% | 98.24%-89.2pp | 418.76%-409.7pp | 561.95%-552.9pp |
| Employer contribution / active EE | $24,306 | $5,287+359.7% | $4,934+392.6% | $4,661+421.5% |
| Participant deferral / active EE | $15,844 | $8,427+88.0% | $8,070+96.3% | $6,689+136.9% |
| Admin fee / account holder | $13 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |