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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 | $589,339 | $197,637+198.2% | $177,848+231.4% | $158,982+270.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 3.91% | 58.77%-54.9pp | 48.33%-44.4pp | 302.99%-299.1pp |
| Employer contribution / active EE | $25,142 | $6,698+275.3% | $5,919+324.8% | $4,763+427.9% |
| Participant deferral / active EE | $8,667 | $8,405+3.1% | $7,714+12.4% | $5,983+44.8% |
| Admin fee / account holder | $7 | $15,406-100.0% | $12,431-99.9% | $11,252-99.9% |