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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 | $374,559 | $165,399+126.5% | $149,745+150.1% | $158,982+135.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.18% | 348.34%-341.2pp | 276.72%-269.5pp | 302.99%-295.8pp |
| Employer contribution / active EE | $5,130 | $5,105+0.5% | $4,646+10.4% | $4,763+7.7% |
| Participant deferral / active EE | $12,938 | $7,183+80.1% | $6,843+89.1% | $5,983+116.2% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |