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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 | $281,923 | $183,592+53.6% | $155,567+81.2% | $145,959+93.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.37% | 61.24%-54.9pp | 64.74%-58.4pp | 561.95%-555.6pp |
| Employer contribution / active EE | $32,264 | $5,315+507.1% | $4,674+590.3% | $4,661+592.2% |
| Participant deferral / active EE | $20,672 | $6,464+219.8% | $5,628+267.3% | $6,689+209.1% |
| Admin fee / account holder | $3 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |