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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 | $366,506 | $175,231+109.2% | $149,696+144.8% | $139,466+162.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.54% | 166.77%-162.2pp | 134.46%-129.9pp | 373.66%-369.1pp |
| Employer contribution / active EE | $19,384 | $5,478+253.9% | $4,821+302.1% | $4,754+307.8% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |