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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 | $734,566 | $209,847+250.0% | $189,520+287.6% | $167,518+338.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 5.31% | 748.45%-743.1pp | 555.25%-549.9pp | 478.71%-473.4pp |
| Employer contribution / active EE | $38,500 | $6,913+456.9% | $6,161+524.9% | $4,838+695.7% |
| Participant deferral / active EE | $26,000 | $8,934+191.0% | $8,220+216.3% | $6,342+310.0% |
| Admin fee / account holder | $5 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |