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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 | $645,269 | $183,539+251.6% | $155,556+314.8% | $145,897+342.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.55% | 61.31%-52.8pp | 64.84%-56.3pp | 552.29%-543.7pp |
| Employer contribution / active EE | $12,496 | $5,315+135.1% | $4,675+167.3% | $4,663+168.0% |
| Participant deferral / active EE | $26,750 | $6,467+313.6% | $5,631+375.1% | $6,689+299.9% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |