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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 | $364,719 | $148,582+145.5% | $135,942+168.3% | $139,456+161.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.58% | 79.26%-69.7pp | 68.28%-58.7pp | 373.45%-363.9pp |
| Employer contribution / active EE | $14,166 | $5,245+170.1% | $4,858+191.6% | $4,753+198.1% |
| Participant deferral / active EE | $14,323 | $8,101+76.8% | $7,759+84.6% | $6,711+113.4% |
| Admin fee / account holder | $81 | $12,402-99.3% | $10,764-99.2% | $11,407-99.3% |