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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 | $389,144 | $183,539+112.0% | $155,556+150.2% | $145,897+166.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.32% | 61.31%-54.0pp | 64.84%-57.5pp | 552.29%-545.0pp |
| Employer contribution / active EE | $40,225 | $5,315+656.8% | $4,675+760.3% | $4,663+762.7% |
| Participant deferral / active EE | $23,833 | $6,467+268.5% | $5,631+323.3% | $6,689+256.3% |
| Admin fee / account holder | $297 | $19,275-98.5% | $15,885-98.1% | $13,390-97.8% |