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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 | $445,749 | $101,618+338.7% | $93,063+379.0% | $137,256+224.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 2.59% | 223.95%-221.4pp | 34.15%-31.6pp | 220.34%-217.8pp |
| Employer contribution / active EE | $11,588 | $2,707+328.0% | $2,476+368.0% | $4,156+178.8% |
| Participant deferral / active EE | $4,429 | $4,279+3.5% | $3,958+11.9% | $6,407-30.9% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |