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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 | $387,327 | $175,231+121.0% | $149,696+158.7% | $139,466+177.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.70% | 166.77%-159.1pp | 134.46%-126.8pp | 373.66%-366.0pp |
| Employer contribution / active EE | $43,221 | $5,478+689.0% | $4,821+796.6% | $4,754+809.2% |
| Participant deferral / active EE | $19,300 | $6,521+196.0% | $5,682+239.7% | $6,712+187.5% |
| Admin fee / account holder | $265 | $16,155-98.4% | $13,212-98.0% | $11,409-97.7% |