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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 | $250,022 | $175,257+42.7% | $149,717+67.0% | $139,456+79.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.11% | 166.70%-157.6pp | 134.41%-125.3pp | 373.45%-364.3pp |
| Employer contribution / active EE | $6,312 | $5,477+15.3% | $4,820+31.0% | $4,753+32.8% |
| Participant deferral / active EE | $4,393 | $6,521-32.6% | $5,682-22.7% | $6,711-34.5% |
| Admin fee / account holder | $249 | $16,156-98.5% | $13,213-98.1% | $11,407-97.8% |