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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 | $535,126 | $111,830+378.5% | $93,696+471.1% | $145,884+266.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 6.76% | 204.08%-197.3pp | 133.74%-127.0pp | 551.85%-545.1pp |
| Employer contribution / active EE | $9,555 | $3,093+208.9% | $2,422+294.5% | $4,662+104.9% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |