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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 | $276,424 | $202,326+36.6% | $172,745+60.0% | $152,870+80.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 7.02% | 1029.72%-1022.7pp | 802.90%-795.9pp | 345.34%-338.3pp |
| Employer contribution / active EE | $5,072 | $5,858-13.4% | $5,144-1.4% | $4,763+6.5% |
| Participant deferral / active EE | $3,125 | $5,948-47.5% | $5,197-39.9% | $5,850-46.6% |
| Admin fee / account holder | $0 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |