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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 | $301,510 | $202,342+49.0% | $172,752+74.5% | $152,897+97.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.40% | 1029.83%-1018.4pp | 802.97%-791.6pp | 345.43%-334.0pp |
| Employer contribution / active EE | $13,149 | $5,858+124.5% | $5,144+155.6% | $4,764+176.0% |
| Participant deferral / active EE | $11,991 | $5,948+101.6% | $5,198+130.7% | $5,851+104.9% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |