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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 | $285,319 | $99,053+188.0% | $88,179+223.6% | $138,895+105.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 8.46% | 78.17%-69.7pp | 64.97%-56.5pp | 145.39%-136.9pp |
| Employer contribution / active EE | $24,775 | $2,882+759.6% | $2,549+871.8% | $4,194+490.7% |
| Participant deferral / active EE | $15,292 | $5,225+192.6% | $4,614+231.4% | $6,396+139.1% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |