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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 | $626,623 | $183,516+241.5% | $155,534+302.9% | $145,884+329.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.97% | 61.43%-56.5pp | 64.92%-59.9pp | 551.85%-546.9pp |
| Employer contribution / active EE | $21,798 | $5,315+310.1% | $4,675+366.3% | $4,662+367.5% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |