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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 | $462,070 | $176,120+162.4% | $159,487+189.7% | $167,553+175.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.39% | 331.95%-324.6pp | 263.71%-256.3pp | 478.89%-471.5pp |
| Employer contribution / active EE | $26,000 | $5,299+390.6% | $4,831+438.2% | $4,840+437.2% |
| Participant deferral / active EE | $27,000 | $7,752+248.3% | $7,354+267.2% | $6,343+325.7% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |