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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 | $318,742 | $202,345+57.5% | $172,755+84.5% | $152,885+108.5% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 8.04% | 1029.77%-1021.7pp | 802.94%-794.9pp | 345.39%-337.4pp |
| Employer contribution / active EE | $11,224 | $5,858+91.6% | $5,144+118.2% | $4,763+135.6% |
| Participant deferral / active EE | $13,150 | $5,948+121.1% | $5,198+153.0% | $5,851+124.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |