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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 | $183,592+112.0% | $155,574+150.1% | $145,877+166.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.32% | 61.37%-54.1pp | 64.87%-57.5pp | 551.28%-544.0pp |
| Employer contribution / active EE | $40,225 | $5,317+656.6% | $4,676+760.3% | $4,663+762.6% |
| Participant deferral / active EE | $23,833 | $6,466+268.6% | $5,629+323.4% | $6,691+256.2% |
| Admin fee / account holder | $297 | $19,316-98.5% | $15,914-98.1% | $13,402-97.8% |