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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 | $557,026 | $176,077+216.4% | $159,455+249.3% | $167,518+232.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.72% | 331.83%-323.1pp | 263.63%-254.9pp | 478.71%-470.0pp |
| Employer contribution / active EE | $13,612 | $5,298+156.9% | $4,830+181.8% | $4,838+181.3% |
| Participant deferral / active EE | $13,071 | $7,751+68.6% | $7,353+77.8% | $6,342+106.1% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |