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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 | $505,265 | $104,924+381.6% | $84,623+497.1% | $152,885+230.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 9.99% | 373.82%-363.8pp | 258.77%-248.8pp | 345.39%-335.4pp |
| Employer contribution / active EE | $13,979 | $3,302+323.3% | $2,652+427.0% | $4,763+193.5% |
| Participant deferral / active EE | $24,250 | $4,689+417.2% | $3,899+521.9% | $5,851+314.5% |
| Admin fee / account holder | $0 | $6,242-100.0% | $4,913-100.0% | $11,598-100.0% |