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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 | $473,146 | $72,071+556.5% | $68,368+592.1% | $137,256+244.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.12% | 353.14%-341.0pp | 292.57%-280.5pp | 220.34%-208.2pp |
| Employer contribution / active EE | $6,820 | $2,788+144.6% | $2,649+157.5% | $4,156+64.1% |
| Participant deferral / active EE | $18,761 | $4,410+325.4% | $4,123+355.1% | $6,407+192.8% |
| Admin fee / account holder | $10 | $5,336-99.8% | $5,150-99.8% | $12,270-99.9% |