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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 | $284,315 | $217,432+30.8% | $185,849+53.0% | $167,536+69.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 2.64% | 148.42%-145.8pp | 122.10%-119.5pp | 478.82%-476.2pp |
| Employer contribution / active EE | $14,463 | $5,875+146.2% | $5,169+179.8% | $4,839+198.9% |
| Participant deferral / active EE | $9,675 | $6,357+52.2% | $5,569+73.7% | $6,342+52.5% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |