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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 | $621,543 | $185,883+234.4% | $170,043+265.5% | $139,466+345.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.39% | 60.54%-52.2pp | 53.40%-45.0pp | 373.66%-365.3pp |
| Employer contribution / active EE | $25,451 | $7,596+235.0% | $6,790+274.8% | $4,754+435.4% |
| Participant deferral / active EE | $13,500 | $11,626+16.1% | $10,410+29.7% | $6,712+101.1% |
| Admin fee / account holder | $23 | $15,393-99.9% | $12,824-99.8% | $11,409-99.8% |