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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 | $624,748 | $183,539+240.4% | $155,556+301.6% | $145,897+328.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.72% | 61.31%-52.6pp | 64.84%-56.1pp | 552.29%-543.6pp |
| Employer contribution / active EE | $13,171 | $5,315+147.8% | $4,675+181.7% | $4,663+182.5% |
| Participant deferral / active EE | $10,228 | $6,467+58.2% | $5,631+81.6% | $6,689+52.9% |
| Admin fee / account holder | $37 | $19,275-99.8% | $15,885-99.8% | $13,390-99.7% |