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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 | $423,918 | $160,040+164.9% | $147,096+188.2% | $145,877+190.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.30% | 98.49%-91.2pp | 419.75%-412.5pp | 551.28%-544.0pp |
| Employer contribution / active EE | $5,800 | $5,289+9.7% | $4,936+17.5% | $4,663+24.4% |
| Participant deferral / active EE | $23,000 | $8,429+172.9% | $8,071+185.0% | $6,691+243.8% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |