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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 | $372,447 | $107,363+246.9% | $92,909+300.9% | $152,897+143.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 2.43% | 145.63%-143.2pp | 109.44%-107.0pp | 345.43%-343.0pp |
| Employer contribution / active EE | $10,890 | $4,222+157.9% | $3,653+198.1% | $4,764+128.6% |
| Participant deferral / active EE | $28,550 | $4,848+488.9% | $4,238+573.7% | $5,851+387.9% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |