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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 | $384,936 | $217,432+77.0% | $185,849+107.1% | $167,536+129.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.15% | 148.42%-140.3pp | 122.10%-113.9pp | 478.82%-470.7pp |
| Employer contribution / active EE | $38,500 | $5,875+555.4% | $5,169+644.9% | $4,839+695.6% |
| Participant deferral / active EE | $19,500 | $6,357+206.7% | $5,569+250.2% | $6,342+207.5% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |