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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 | $374,570 | $223,823+67.4% | $211,142+77.4% | $154,746+142.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 10.37% | 50.39%-40.0pp | 46.84%-36.5pp | 172.34%-162.0pp |
| Employer contribution / active EE | $15,232 | $6,787+124.4% | $6,442+136.4% | $4,379+247.8% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |