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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 | $277,563 | $148,629+86.7% | $135,982+104.1% | $139,487+99.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.94% | 79.33%-74.4pp | 68.32%-63.4pp | 373.84%-368.9pp |
| Employer contribution / active EE | $10,125 | $5,247+93.0% | $4,859+108.4% | $4,755+112.9% |
| Participant deferral / active EE | $30,000 | $8,102+270.3% | $7,760+286.6% | $6,713+346.9% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |