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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 | $782,250 | $185,905+320.8% | $170,057+360.0% | $139,487+460.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.72% | 60.56%-53.8pp | 53.42%-46.7pp | 373.84%-367.1pp |
| Employer contribution / active EE | $33,113 | $7,597+335.9% | $6,790+387.6% | $4,755+596.4% |
| Participant deferral / active EE | $11,046 | $11,627-5.0% | $10,411+6.1% | $6,713+64.5% |
| Admin fee / account holder | $12 | $15,397-99.9% | $12,826-99.9% | $11,407-99.9% |