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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 | $823,906 | $166,242+395.6% | $165,071+399.1% | $145,884+464.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.87% | 100.44%-94.6pp | 70.17%-64.3pp | 551.85%-546.0pp |
| Employer contribution / active EE | $25,000 | $5,283+373.2% | $4,347+475.1% | $4,662+436.2% |
| Participant deferral / active EE | $30,250 | $6,964+334.4% | $6,035+401.2% | $6,690+352.2% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |