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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 | $472,029 | $160,070+194.9% | $147,117+220.9% | $145,897+223.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.90% | 98.69%-93.8pp | 420.54%-415.6pp | 552.29%-547.4pp |
| Employer contribution / active EE | $37,500 | $5,285+609.6% | $4,932+660.3% | $4,663+704.3% |
| Participant deferral / active EE | $27,000 | $8,419+220.7% | $8,065+234.8% | $6,689+303.6% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |