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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 | $410,577 | $217,432+88.8% | $185,849+120.9% | $167,536+145.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.10% | 148.42%-141.3pp | 122.10%-115.0pp | 478.82%-471.7pp |
| Employer contribution / active EE | $11,606 | $5,875+97.6% | $5,169+124.6% | $4,839+139.8% |
| Participant deferral / active EE | $2,415 | $6,357-62.0% | $5,569-56.6% | $6,342-61.9% |
| Admin fee / account holder | $31 | $19,818-99.8% | $16,244-99.8% | $12,315-99.7% |