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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 | $435,703 | $217,432+100.4% | $185,849+134.4% | $167,536+160.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.86% | 148.42%-143.6pp | 122.10%-117.2pp | 478.82%-474.0pp |
| Employer contribution / active EE | $10,615 | $5,875+80.7% | $5,169+105.4% | $4,839+119.4% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |