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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 | $590,637 | $125,190+371.8% | $105,624+459.2% | $145,897+304.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 7.00% | 225.22%-218.2pp | 116.20%-109.2pp | 552.29%-545.3pp |
| Employer contribution / active EE | $12,950 | $3,720+248.1% | $3,168+308.8% | $4,663+177.7% |
| Participant deferral / active EE | $9,775 | $5,716+71.0% | $5,013+95.0% | $6,689+46.1% |
| Admin fee / account holder | $0 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |