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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 | $272,594 | $183,592+48.5% | $155,574+75.2% | $145,877+86.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.74% | 61.37%-56.6pp | 64.87%-60.1pp | 551.28%-546.5pp |
| Employer contribution / active EE | $19,050 | $5,317+258.3% | $4,676+307.4% | $4,663+308.5% |
| Participant deferral / active EE | $7,274 | $6,466+12.5% | $5,629+29.2% | $6,691+8.7% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |