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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 | $853,844 | $157,304+442.8% | $141,197+504.7% | $152,909+458.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.23% | 64.34%-59.1pp | 71.41%-66.2pp | 345.46%-340.2pp |
| Employer contribution / active EE | $12,371 | $5,263+135.1% | $4,736+161.2% | $4,764+159.7% |
| Participant deferral / active EE | $12,427 | $7,111+74.8% | $6,710+85.2% | $5,851+112.4% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |