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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 | $339,477 | $183,988+84.5% | $162,177+109.3% | $152,897+122.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 12.46% | 150.79%-138.3pp | 115.60%-103.1pp | 345.43%-333.0pp |
| Employer contribution / active EE | $37,000 | $6,370+480.9% | $5,613+559.2% | $4,764+676.7% |
| Participant deferral / active EE | $19,000 | $8,032+136.5% | $7,297+160.4% | $5,851+224.7% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |