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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 | $719,433 | $165,361+335.1% | $149,715+380.5% | $158,950+352.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.06% | 348.24%-344.2pp | 276.66%-272.6pp | 302.91%-298.8pp |
| Employer contribution / active EE | $4,306 | $5,103-15.6% | $4,645-7.3% | $4,762-9.6% |
| Participant deferral / active EE | $11,020 | $7,182+53.4% | $6,842+61.1% | $5,983+84.2% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |