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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 | $522,128 | $209,888+148.8% | $189,545+175.5% | $167,553+211.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 5.35% | 748.66%-743.3pp | 555.36%-550.0pp | 478.89%-473.5pp |
| Employer contribution / active EE | $8,367 | $6,915+21.0% | $6,162+35.8% | $4,840+72.9% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |