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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 | $1,047,808 | $176,105+495.0% | $159,474+557.0% | $167,536+525.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.71% | 331.91%-323.2pp | 263.68%-255.0pp | 478.82%-470.1pp |
| Employer contribution / active EE | $20,000 | $5,299+277.4% | $4,831+314.0% | $4,839+313.3% |
| Participant deferral / active EE | $24,500 | $7,751+216.1% | $7,353+233.2% | $6,342+286.3% |
| Admin fee / account holder | $74 | $12,559-99.4% | $10,802-99.3% | $12,315-99.4% |