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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 | $209,336+130.0% | $197,124+144.3% | $137,256+250.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.20% | 48.09%-37.9pp | 44.34%-34.1pp | 220.34%-210.1pp |
| Employer contribution / active EE | $29,933 | $6,591+354.2% | $6,227+380.7% | $4,156+620.2% |
| Participant deferral / active EE | $8,333 | $9,614-13.3% | $9,135-8.8% | $6,407+30.1% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |