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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 | $777,734 | $157,270+394.5% | $141,173+450.9% | $152,870+408.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.14% | 64.33%-52.2pp | 71.40%-59.3pp | 345.34%-333.2pp |
| Employer contribution / active EE | $9,773 | $5,261+85.8% | $4,735+106.4% | $4,763+105.2% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $12,121-100.0% | $10,262-100.0% | $11,597-100.0% |