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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 | $594,677 | $183,988+223.2% | $162,177+266.7% | $152,897+288.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 10.19% | 150.79%-140.6pp | 115.60%-105.4pp | 345.43%-335.2pp |
| Employer contribution / active EE | $19,017 | $6,370+198.5% | $5,613+238.8% | $4,764+299.2% |
| Participant deferral / active EE | $17,167 | $8,032+113.7% | $7,297+135.3% | $5,851+193.4% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |