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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 | $298,496 | $157,276+89.8% | $141,177+111.4% | $152,885+95.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.95% | 64.33%-50.4pp | 71.40%-57.4pp | 345.39%-331.4pp |
| Employer contribution / active EE | $12,853 | $5,262+144.3% | $4,736+171.4% | $4,763+169.8% |
| Participant deferral / active EE | $13,194 | $7,110+85.6% | $6,710+96.6% | $5,851+125.5% |
| Admin fee / account holder | $20 | $12,123-99.8% | $10,263-99.8% | $11,598-99.8% |