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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 | $364,321 | $183,978+98.0% | $162,171+124.7% | $152,885+138.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 7.53% | 150.78%-143.3pp | 115.60%-108.1pp | 345.39%-337.9pp |
| Employer contribution / active EE | $10,000 | $6,370+57.0% | $5,613+78.2% | $4,763+109.9% |
| Participant deferral / active EE | $24,000 | $8,033+198.8% | $7,297+228.9% | $5,851+310.2% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |