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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 | $539,683 | $160,028+237.2% | $147,080+266.9% | $145,884+269.9% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 9.47% | 98.60%-89.1pp | 420.17%-410.7pp | 551.85%-542.4pp |
| Employer contribution / active EE | $4,363 | $5,286-17.5% | $4,933-11.6% | $4,662-6.4% |
| Participant deferral / active EE | $15,676 | $8,422+86.1% | $8,066+94.3% | $6,690+134.3% |
| Admin fee / account holder | $28 | $15,030-99.8% | $12,989-99.8% | $13,392-99.8% |