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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 | $165,399+335.0% | $149,745+380.4% | $158,982+352.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.06% | 348.34%-344.3pp | 276.72%-272.7pp | 302.99%-298.9pp |
| Employer contribution / active EE | $4,306 | $5,105-15.7% | $4,646-7.3% | $4,763-9.6% |
| Participant deferral / active EE | $11,020 | $7,183+53.4% | $6,843+61.0% | $5,983+84.2% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |