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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 | $780,216 | $150,412+418.7% | $120,574+547.1% | $145,884+434.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 7.12% | 154.50%-147.4pp | 107.42%-100.3pp | 551.85%-544.7pp |
| Employer contribution / active EE | $18,000 | $4,355+313.4% | $3,471+418.7% | $4,662+286.1% |
| Participant deferral / active EE | $30,500 | $6,175+393.9% | $4,996+510.5% | $6,690+355.9% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |