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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 | $389,643 | $160,028+143.5% | $147,080+164.9% | $145,884+167.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.88% | 98.60%-92.7pp | 420.17%-414.3pp | 551.85%-546.0pp |
| Employer contribution / active EE | $46,000 | $5,286+770.3% | $4,933+832.4% | $4,662+886.6% |
| Participant deferral / active EE | $30,500 | $8,422+262.1% | $8,066+278.1% | $6,690+355.9% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |