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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 | $573,036 | $202,342+183.2% | $172,752+231.7% | $152,897+274.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.64% | 1029.83%-1022.2pp | 802.97%-795.3pp | 345.43%-337.8pp |
| Employer contribution / active EE | $20,773 | $5,858+254.6% | $5,144+303.8% | $4,764+336.1% |
| Participant deferral / active EE | $14,006 | $5,948+135.5% | $5,198+169.5% | $5,851+139.4% |
| Admin fee / account holder | $1 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |