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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 | $252,590 | $185,883+35.9% | $170,043+48.5% | $139,466+81.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 5.44% | 60.54%-55.1pp | 53.40%-48.0pp | 373.66%-368.2pp |
| Employer contribution / active EE | $18,300 | $7,596+140.9% | $6,790+169.5% | $4,754+284.9% |
| Participant deferral / active EE | $22,200 | $11,626+91.0% | $10,410+113.3% | $6,712+230.8% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |