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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 | $466,048 | $159,934+191.4% | $147,005+217.0% | $145,959+219.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.96% | 98.24%-92.3pp | 418.76%-412.8pp | 561.95%-556.0pp |
| Employer contribution / active EE | $10,410 | $5,287+96.9% | $4,934+111.0% | $4,661+123.4% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $182 | $15,053-98.8% | $13,006-98.6% | $13,398-98.6% |