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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 | $380,186 | $183,516+107.2% | $155,534+144.4% | $145,884+160.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.40% | 61.43%-56.0pp | 64.92%-59.5pp | 551.85%-546.4pp |
| Employer contribution / active EE | $21,754 | $5,315+309.3% | $4,675+365.4% | $4,662+366.6% |
| Participant deferral / active EE | $19,367 | $6,467+199.5% | $5,630+244.0% | $6,690+189.5% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |