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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 | $983,259 | $148,582+561.8% | $135,942+623.3% | $139,456+605.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.84% | 79.26%-71.4pp | 68.28%-60.4pp | 373.45%-365.6pp |
| Employer contribution / active EE | $11,565 | $5,245+120.5% | $4,858+138.1% | $4,753+143.3% |
| Participant deferral / active EE | $30,000 | $8,101+270.3% | $7,759+286.7% | $6,711+347.0% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |