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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 | $637,828 | $185,883+243.1% | $170,043+275.1% | $139,466+357.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 5.11% | 60.54%-55.4pp | 53.40%-48.3pp | 373.66%-368.6pp |
| Employer contribution / active EE | $12,500 | $7,596+64.6% | $6,790+84.1% | $4,754+162.9% |
| Participant deferral / active EE | $30,000 | $11,626+158.1% | $10,410+188.2% | $6,712+347.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |