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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 | $569,721 | $183,592+210.3% | $155,574+266.2% | $145,877+290.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 7.00% | 61.37%-54.4pp | 64.87%-57.9pp | 551.28%-544.3pp |
| Employer contribution / active EE | $40,889 | $5,317+669.1% | $4,676+774.5% | $4,663+776.9% |
| Participant deferral / active EE | $22,111 | $6,466+242.0% | $5,629+292.8% | $6,691+230.5% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |