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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 | $481,545 | $212,386+126.7% | $199,883+140.9% | $138,895+246.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 10.20% | 47.75%-37.5pp | 43.81%-33.6pp | 145.39%-135.2pp |
| Employer contribution / active EE | $29,933 | $6,625+351.9% | $6,261+378.1% | $4,194+613.7% |
| Participant deferral / active EE | $8,333 | $9,617-13.3% | $9,138-8.8% | $6,396+30.3% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |