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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 | $437,941 | $165,399+164.8% | $149,745+192.5% | $158,982+175.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.66% | 348.34%-340.7pp | 276.72%-269.1pp | 302.99%-295.3pp |
| Employer contribution / active EE | $13,359 | $5,105+161.7% | $4,646+187.6% | $4,763+180.5% |
| Participant deferral / active EE | $11,637 | $7,183+62.0% | $6,843+70.1% | $5,983+94.5% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |