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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 | $432,929 | $176,786+144.9% | $146,643+195.2% | $167,536+158.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.44% | 24.04%-15.6pp | 22.75%-14.3pp | 478.82%-470.4pp |
| Employer contribution / active EE | $23,277 | $5,161+351.0% | $4,137+462.7% | $4,839+381.0% |
| Participant deferral / active EE | $10,879 | $6,440+68.9% | $5,506+97.6% | $6,342+71.5% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |