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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 | $400,963 | $174,379+129.9% | $152,093+163.6% | $138,895+188.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.90% | 74.86%-64.0pp | 66.36%-55.5pp | 145.39%-134.5pp |
| Employer contribution / active EE | $17,500 | $4,652+276.2% | $4,175+319.2% | $4,194+317.2% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $258 | $16,880-98.5% | $14,497-98.2% | $12,562-97.9% |