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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 | $684,745 | $157,276+335.4% | $141,177+385.0% | $152,885+347.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.66% | 64.33%-58.7pp | 71.40%-65.7pp | 345.39%-339.7pp |
| Employer contribution / active EE | $15,618 | $5,262+196.8% | $4,736+229.8% | $4,763+227.9% |
| Participant deferral / active EE | $11,417 | $7,110+60.6% | $6,710+70.1% | $5,851+95.1% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |