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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 | $344,889 | $159,978+115.6% | $147,041+134.6% | $145,978+136.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.69% | 98.36%-89.7pp | 419.21%-410.5pp | 550.52%-541.8pp |
| Employer contribution / active EE | $15,321 | $5,288+189.7% | $4,935+210.5% | $4,662+228.6% |
| Participant deferral / active EE | $22,767 | $8,429+170.1% | $8,071+182.1% | $6,690+240.3% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |