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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 | $280,684 | $183,592+52.9% | $155,574+80.4% | $145,877+92.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.53% | 61.37%-53.8pp | 64.87%-57.3pp | 551.28%-543.8pp |
| Employer contribution / active EE | $10,032 | $5,317+88.7% | $4,676+114.6% | $4,663+115.1% |
| Participant deferral / active EE | $6,028 | $6,466-6.8% | $5,629+7.1% | $6,691-9.9% |
| Admin fee / account holder | $2 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |