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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 | $350,021 | $175,231+99.7% | $149,696+133.8% | $139,466+151.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.91% | 166.77%-158.9pp | 134.46%-126.5pp | 373.66%-365.7pp |
| Employer contribution / active EE | $15,316 | $5,478+179.6% | $4,821+217.7% | $4,754+222.2% |
| Participant deferral / active EE | $15,520 | $6,521+138.0% | $5,682+173.1% | $6,712+131.2% |
| Admin fee / account holder | $112 | $16,155-99.3% | $13,212-99.2% | $11,409-99.0% |