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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 | $420,294 | $148,629+182.8% | $135,982+209.1% | $139,487+201.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.80% | 79.33%-69.5pp | 68.32%-58.5pp | 373.84%-364.0pp |
| Employer contribution / active EE | $3,450 | $5,247-34.2% | $4,859-29.0% | $4,755-27.4% |
| Participant deferral / active EE | $25,000 | $8,102+208.5% | $7,760+222.2% | $6,713+272.4% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |