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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 | $510,451 | $183,592+178.0% | $155,567+228.1% | $145,959+249.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.83% | 61.24%-53.4pp | 64.74%-56.9pp | 561.95%-554.1pp |
| Employer contribution / active EE | $1,893 | $5,315-64.4% | $4,674-59.5% | $4,661-59.4% |
| Participant deferral / active EE | $9,584 | $6,464+48.3% | $5,628+70.3% | $6,689+43.3% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |