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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 | $481,305 | $183,516+162.3% | $155,534+209.5% | $145,884+229.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.20% | 61.43%-53.2pp | 64.92%-56.7pp | 551.85%-543.6pp |
| Employer contribution / active EE | $2,037 | $5,315-61.7% | $4,675-56.4% | $4,662-56.3% |
| Participant deferral / active EE | $1,974 | $6,467-69.5% | $5,630-64.9% | $6,690-70.5% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |