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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 | $455,839 | $176,105+158.8% | $159,474+185.8% | $167,536+172.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.81% | 331.91%-322.1pp | 263.68%-253.9pp | 478.82%-469.0pp |
| Employer contribution / active EE | $16,698 | $5,299+215.1% | $4,831+245.7% | $4,839+245.1% |
| Participant deferral / active EE | $2,994 | $7,751-61.4% | $7,353-59.3% | $6,342-52.8% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |