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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 | $445,615 | $96,678+360.9% | $86,640+414.3% | $139,466+219.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.37% | 106.69%-96.3pp | 592.52%-582.2pp | 373.66%-363.3pp |
| Employer contribution / active EE | $16,292 | $3,265+398.9% | $3,024+438.7% | $4,754+242.7% |
| Participant deferral / active EE | $28,050 | $4,837+479.9% | $4,438+532.0% | $6,712+317.9% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |