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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 | $493,436 | $107,368+359.6% | $92,915+431.1% | $152,909+222.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 4.96% | 145.64%-140.7pp | 109.45%-104.5pp | 345.46%-340.5pp |
| Employer contribution / active EE | $17,492 | $4,222+314.3% | $3,653+378.8% | $4,764+267.2% |
| Participant deferral / active EE | $8,800 | $4,848+81.5% | $4,238+107.6% | $5,851+50.4% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |