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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 | $535,624 | $148,623+260.4% | $135,974+293.9% | $139,466+284.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 3.62% | 79.30%-75.7pp | 68.30%-64.7pp | 373.66%-370.0pp |
| Employer contribution / active EE | $5,875 | $5,246+12.0% | $4,859+20.9% | $4,754+23.6% |
| Participant deferral / active EE | $20,250 | $8,103+149.9% | $7,760+161.0% | $6,712+201.7% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |