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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 | $202,342+36.6% | $172,753+60.0% | $152,909+80.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.02% | 1029.88%-1022.9pp | 803.00%-796.0pp | 345.46%-338.4pp |
| Employer contribution / active EE | $5,072 | $5,857-13.4% | $5,144-1.4% | $4,764+6.5% |
| Participant deferral / active EE | $3,125 | $5,948-47.5% | $5,198-39.9% | $5,851-46.6% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |