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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 | $261,195 | $183,592+42.3% | $155,574+67.9% | $145,877+79.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.98% | 61.37%-55.4pp | 64.87%-58.9pp | 551.28%-545.3pp |
| Employer contribution / active EE | $26,761 | $5,317+403.3% | $4,676+472.3% | $4,663+473.9% |
| Participant deferral / active EE | $20,250 | $6,466+213.2% | $5,629+259.7% | $6,691+202.7% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |