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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 | $680,991 | $227,633+199.2% | $189,597+259.2% | $167,553+306.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 0.43% | 78.45%-78.0pp | 64.20%-63.8pp | 478.89%-478.5pp |
| Employer contribution / active EE | $23,339 | $5,317+338.9% | $4,412+428.9% | $4,840+382.2% |
| Participant deferral / active EE | $22,750 | $7,003+224.9% | $6,174+268.5% | $6,343+258.7% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |