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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 | $160,070+368.8% | $147,117+410.1% | $145,897+414.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.09% | 98.69%-89.6pp | 420.54%-411.5pp | 552.29%-543.2pp |
| Employer contribution / active EE | $24,306 | $5,285+360.0% | $4,932+392.8% | $4,663+421.3% |
| Participant deferral / active EE | $15,844 | $8,419+88.2% | $8,065+96.5% | $6,689+136.9% |
| Admin fee / account holder | $13 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |