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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 | $432,519 | $70,366+514.7% | $66,674+548.7% | $138,895+211.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 12.66% | 386.41%-373.7pp | 321.24%-308.6pp | 145.39%-132.7pp |
| Employer contribution / active EE | $9,943 | $2,765+259.6% | $2,620+279.5% | $4,194+137.1% |
| Participant deferral / active EE | $12,758 | $4,374+191.7% | $4,084+212.4% | $6,396+99.5% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |