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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 | $500,375 | $183,627+172.5% | $155,602+221.6% | $145,978+242.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.08% | 61.32%-53.2pp | 64.81%-56.7pp | 550.52%-542.4pp |
| Employer contribution / active EE | $30,000 | $5,316+464.3% | $4,675+541.7% | $4,662+543.5% |
| Participant deferral / active EE | $30,500 | $6,466+371.7% | $5,629+441.9% | $6,690+355.9% |
| Admin fee / account holder | $81 | $19,327-99.6% | $15,923-99.5% | $13,400-99.4% |