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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 | $665,127 | $201,344+230.3% | $184,243+261.0% | $145,877+356.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 1.43% | 29.01%-27.6pp | 28.82%-27.4pp | 551.28%-549.9pp |
| Employer contribution / active EE | $13,333 | $7,022+89.9% | $6,427+107.5% | $4,663+185.9% |
| Participant deferral / active EE | $7,667 | $9,807-21.8% | $9,132-16.0% | $6,691+14.6% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |