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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 | $159,934+165.1% | $147,005+188.4% | $145,959+190.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.30% | 98.24%-90.9pp | 418.76%-411.5pp | 561.95%-554.7pp |
| Employer contribution / active EE | $5,800 | $5,287+9.7% | $4,934+17.5% | $4,661+24.4% |
| Participant deferral / active EE | $23,000 | $8,427+172.9% | $8,070+185.0% | $6,689+243.9% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |