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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 | $349,702 | $157,304+122.3% | $141,197+147.7% | $152,909+128.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 7.83% | 64.34%-56.5pp | 71.41%-63.6pp | 345.46%-337.6pp |
| Employer contribution / active EE | $22,788 | $5,263+333.0% | $4,736+381.1% | $4,764+378.3% |
| Participant deferral / active EE | $13,110 | $7,111+84.4% | $6,710+95.4% | $5,851+124.1% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |