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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 | $866,627 | $162,529+433.2% | $130,788+562.6% | $154,746+460.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 3.62% | 510.48%-506.9pp | 386.44%-382.8pp | 172.34%-168.7pp |
| Employer contribution / active EE | $20,200 | $4,447+354.2% | $3,558+467.7% | $4,379+361.3% |
| Participant deferral / active EE | $14,537 | $4,808+202.3% | $4,137+251.4% | $6,730+116.0% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |