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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% | $155,567+150.1% | $145,959+166.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.32% | 61.24%-53.9pp | 64.74%-57.4pp | 561.95%-554.6pp |
| Employer contribution / active EE | $40,225 | $5,315+656.9% | $4,674+760.6% | $4,661+763.0% |
| Participant deferral / active EE | $23,833 | $6,464+268.7% | $5,628+323.5% | $6,689+256.3% |
| Admin fee / account holder | $297 | $19,318-98.5% | $15,916-98.1% | $13,398-97.8% |