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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 | $416,123 | $157,304+164.5% | $141,197+194.7% | $152,909+172.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.75% | 64.34%-52.6pp | 71.41%-59.7pp | 345.46%-333.7pp |
| Employer contribution / active EE | $29,053 | $5,263+452.1% | $4,736+513.4% | $4,764+509.9% |
| Participant deferral / active EE | $12,167 | $7,111+71.1% | $6,710+81.3% | $5,851+107.9% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |