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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 | $338,030 | $209,847+61.1% | $189,520+78.4% | $167,518+101.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 3.52% | 748.45%-744.9pp | 555.25%-551.7pp | 478.71%-475.2pp |
| Employer contribution / active EE | $18,936 | $6,913+173.9% | $6,161+207.4% | $4,838+291.4% |
| Participant deferral / active EE | $15,790 | $8,934+76.7% | $8,220+92.1% | $6,342+149.0% |
| Admin fee / account holder | $46 | $14,295-99.7% | $12,046-99.6% | $12,312-99.6% |