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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 | $591,277 | $226,135+161.5% | $182,558+223.9% | $152,909+286.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 2.29% | 192.60%-190.3pp | 148.59%-146.3pp | 345.46%-343.2pp |
| Employer contribution / active EE | $6,656 | $4,979+33.7% | $4,076+63.3% | $4,764+39.7% |
| Participant deferral / active EE | $18,800 | $6,371+195.1% | $5,526+240.2% | $5,851+221.3% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |