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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 | $497,723 | $159,934+211.2% | $147,005+238.6% | $145,959+241.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.83% | 98.24%-92.4pp | 418.76%-412.9pp | 561.95%-556.1pp |
| Employer contribution / active EE | $39,400 | $5,287+645.2% | $4,934+698.5% | $4,661+745.3% |
| Participant deferral / active EE | $10,400 | $8,427+23.4% | $8,070+28.9% | $6,689+55.5% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |