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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 | $440,262 | $176,105+150.0% | $159,474+176.1% | $167,536+162.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.35% | 331.91%-327.6pp | 263.68%-259.3pp | 478.82%-474.5pp |
| Employer contribution / active EE | $6,103 | $5,299+15.2% | $4,831+26.3% | $4,839+26.1% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |