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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 | $261,718 | $169,336+54.6% | $129,384+102.3% | $145,884+79.4% |
| Participation rate | 77.8% | 76.5%+1.3pp | 69.6%+8.1pp | 80.3%-2.5pp |
| Annual return | 3.76% | 14408.70%-14404.9pp | 9461.77%-9458.0pp | 551.85%-548.1pp |
| Employer contribution / active EE | $10,083 | $5,540+82.0% | $4,153+142.8% | $4,662+116.3% |
| Participant deferral / active EE | $6,968 | $4,985+39.8% | $4,166+67.3% | $6,690+4.2% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |