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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 | $392,582 | $183,988+113.4% | $162,177+142.1% | $152,897+156.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 8.08% | 150.79%-142.7pp | 115.60%-107.5pp | 345.43%-337.4pp |
| Employer contribution / active EE | $9,120 | $6,370+43.2% | $5,613+62.5% | $4,764+91.5% |
| Participant deferral / active EE | $22,000 | $8,032+173.9% | $7,297+201.5% | $5,851+276.0% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |