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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 | $339,585 | $72,071+371.2% | $68,368+396.7% | $137,256+147.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.50% | 353.14%-341.6pp | 292.57%-281.1pp | 220.34%-208.8pp |
| Employer contribution / active EE | $6,599 | $2,788+136.7% | $2,649+149.1% | $4,156+58.8% |
| Participant deferral / active EE | $9,584 | $4,410+117.3% | $4,123+132.5% | $6,407+49.6% |
| Admin fee / account holder | $78 | $5,336-98.5% | $5,150-98.5% | $12,270-99.4% |