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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 | $607,334 | $102,595+492.0% | $94,057+545.7% | $154,746+292.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 9.34% | 583.42%-574.1pp | 480.62%-471.3pp | 172.34%-163.0pp |
| Employer contribution / active EE | $23,647 | $3,147+651.4% | $2,933+706.2% | $4,379+440.0% |
| Participant deferral / active EE | $16,712 | $5,118+226.5% | $4,709+254.9% | $6,730+148.3% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |