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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 | $397,273 | $217,432+82.7% | $185,851+113.8% | $167,553+137.1% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 8.50% | 148.43%-139.9pp | 122.11%-113.6pp | 478.89%-470.4pp |
| Employer contribution / active EE | $9,375 | $5,874+59.6% | $5,168+81.4% | $4,840+93.7% |
| Participant deferral / active EE | $6,500 | $6,357+2.2% | $5,569+16.7% | $6,343+2.5% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |