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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 | $664,994 | $172,111+286.4% | $150,298+342.5% | $137,256+384.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 1.53% | 69.37%-67.8pp | 62.79%-61.3pp | 220.34%-218.8pp |
| Employer contribution / active EE | $15,489 | $4,636+234.1% | $4,154+272.9% | $4,156+272.7% |
| Participant deferral / active EE | $10,333 | $6,166+67.6% | $5,453+89.5% | $6,407+61.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |