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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 | $413,162 | $157,296+162.7% | $141,191+192.6% | $152,897+170.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.36% | 64.34%-51.0pp | 71.41%-58.0pp | 345.43%-332.1pp |
| Employer contribution / active EE | $20,527 | $5,262+290.1% | $4,736+333.4% | $4,764+330.9% |
| Participant deferral / active EE | $15,907 | $7,111+123.7% | $6,710+137.1% | $5,851+171.9% |
| Admin fee / account holder | $60 | $12,125-99.5% | $10,264-99.4% | $11,599-99.5% |