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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 | $299,920 | $159,978+87.5% | $147,041+104.0% | $145,978+105.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.47% | 98.36%-89.9pp | 419.21%-410.7pp | 550.52%-542.0pp |
| Employer contribution / active EE | $29,182 | $5,288+451.8% | $4,935+491.3% | $4,662+526.0% |
| Participant deferral / active EE | $16,150 | $8,429+91.6% | $8,071+100.1% | $6,690+141.4% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |