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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 | $572,570 | $160,040+257.8% | $147,096+289.2% | $145,877+292.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.92% | 98.49%-89.6pp | 419.75%-410.8pp | 551.28%-542.4pp |
| Employer contribution / active EE | $2,774 | $5,289-47.6% | $4,936-43.8% | $4,663-40.5% |
| Participant deferral / active EE | $17,715 | $8,429+110.2% | $8,071+119.5% | $6,691+164.8% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |