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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 | $348,213 | $176,786+97.0% | $146,643+137.5% | $167,536+107.8% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 8.87% | 24.04%-15.2pp | 22.75%-13.9pp | 478.82%-469.9pp |
| Employer contribution / active EE | $16,272 | $5,161+215.3% | $4,137+293.3% | $4,839+236.3% |
| Participant deferral / active EE | $17,875 | $6,440+177.6% | $5,506+224.6% | $6,342+181.8% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |