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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 | $546,115 | $202,342+169.9% | $172,752+216.1% | $152,897+257.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 2.06% | 1029.83%-1027.8pp | 802.97%-800.9pp | 345.43%-343.4pp |
| Employer contribution / active EE | $20,348 | $5,858+247.4% | $5,144+295.6% | $4,764+327.2% |
| Participant deferral / active EE | $10,905 | $5,948+83.3% | $5,198+109.8% | $5,851+86.4% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |