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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 | $404,506 | $183,539+120.4% | $155,556+160.0% | $145,897+177.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.04% | 61.31%-53.3pp | 64.84%-56.8pp | 552.29%-544.2pp |
| Employer contribution / active EE | $2,768 | $5,315-47.9% | $4,675-40.8% | $4,663-40.6% |
| Participant deferral / active EE | $2,488 | $6,467-61.5% | $5,631-55.8% | $6,689-62.8% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |