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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 | $744,513 | $157,304+373.3% | $141,197+427.3% | $152,909+386.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 6.46% | 64.34%-57.9pp | 71.41%-64.9pp | 345.46%-339.0pp |
| Employer contribution / active EE | $19,475 | $5,263+270.1% | $4,736+311.2% | $4,764+308.8% |
| Participant deferral / active EE | $12,925 | $7,111+81.8% | $6,710+92.6% | $5,851+120.9% |
| Admin fee / account holder | $25 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |