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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 | $632,188 | $228,395+176.8% | $185,861+240.1% | $158,982+297.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 0.55% | 40.82%-40.3pp | 35.96%-35.4pp | 302.99%-302.4pp |
| Employer contribution / active EE | $22,978 | $4,968+362.6% | $4,088+462.1% | $4,763+382.4% |
| Participant deferral / active EE | $14,700 | $6,417+129.1% | $5,634+160.9% | $5,983+145.7% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |