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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 | $340,023 | $198,457+71.3% | $170,435+99.5% | $147,586+130.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.23% | 257.30%-250.1pp | 205.94%-198.7pp | 578.59%-571.4pp |
| Employer contribution / active EE | $7,084 | $6,183+14.6% | $5,432+30.4% | $4,876+45.3% |
| Participant deferral / active EE | $3,793 | $5,629-32.6% | $4,939-23.2% | $5,439-30.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |