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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 | $183,516+210.4% | $155,534+266.3% | $145,884+290.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 7.00% | 61.43%-54.4pp | 64.92%-57.9pp | 551.85%-544.8pp |
| Employer contribution / active EE | $40,889 | $5,315+669.4% | $4,675+774.7% | $4,662+777.0% |
| Participant deferral / active EE | $22,111 | $6,467+241.9% | $5,630+292.7% | $6,690+230.5% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |