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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 | $448,713 | $202,342+121.8% | $172,752+159.7% | $152,897+193.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.62% | 1029.83%-1020.2pp | 802.97%-793.4pp | 345.43%-335.8pp |
| Employer contribution / active EE | $18,555 | $5,858+216.8% | $5,144+260.7% | $4,764+289.5% |
| Participant deferral / active EE | $16,667 | $5,948+180.2% | $5,198+220.7% | $5,851+184.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |