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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 | $330,988 | $175,259+88.9% | $149,723+121.1% | $139,487+137.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.10% | 166.82%-157.7pp | 134.50%-125.4pp | 373.84%-364.7pp |
| Employer contribution / active EE | $9,200 | $5,478+67.9% | $4,821+90.8% | $4,755+93.5% |
| Participant deferral / active EE | $27,500 | $6,522+321.7% | $5,682+383.9% | $6,713+309.7% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |