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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 | $302,275 | $111,535+171.0% | $105,223+187.3% | $137,256+120.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 10.47% | 237.85%-227.4pp | 180.65%-170.2pp | 220.34%-209.9pp |
| Employer contribution / active EE | $13,640 | $3,939+246.2% | $3,689+269.8% | $4,156+228.2% |
| Participant deferral / active EE | $8,000 | $5,500+45.5% | $5,072+57.7% | $6,407+24.9% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |