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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 | $613,830 | $160,028+283.6% | $147,080+317.3% | $145,884+320.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.29% | 98.60%-93.3pp | 420.17%-414.9pp | 551.85%-546.6pp |
| Employer contribution / active EE | $8,913 | $5,286+68.6% | $4,933+80.7% | $4,662+91.2% |
| Participant deferral / active EE | $30,500 | $8,422+262.1% | $8,066+278.1% | $6,690+355.9% |
| Admin fee / account holder | $105 | $15,030-99.3% | $12,989-99.2% | $13,392-99.2% |