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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 | $166,089+396.1% | $164,928+399.6% | $145,978+464.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.87% | 100.26%-94.4pp | 70.08%-64.2pp | 550.52%-544.6pp |
| Employer contribution / active EE | $25,000 | $5,276+373.8% | $4,343+475.6% | $4,662+436.3% |
| Participant deferral / active EE | $30,250 | $6,961+334.5% | $6,034+401.4% | $6,690+352.2% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |