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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 | $684,038 | $175,257+290.3% | $149,717+356.9% | $139,456+390.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.34% | 166.70%-156.4pp | 134.41%-124.1pp | 373.45%-363.1pp |
| Employer contribution / active EE | $21,500 | $5,477+292.6% | $4,820+346.1% | $4,753+352.4% |
| Participant deferral / active EE | $30,000 | $6,521+360.1% | $5,682+428.0% | $6,711+347.0% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |