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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 | $355,112 | $183,968+93.0% | $162,166+119.0% | $152,870+132.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 11.36% | 150.77%-139.4pp | 115.59%-104.2pp | 345.34%-334.0pp |
| Employer contribution / active EE | $11,397 | $6,371+78.9% | $5,614+103.0% | $4,763+139.3% |
| Participant deferral / active EE | $15,235 | $8,034+89.6% | $7,298+108.8% | $5,850+160.4% |
| Admin fee / account holder | $150 | $13,121-98.9% | $10,842-98.6% | $11,597-98.7% |