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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 | $788,592 | $115,780+581.1% | $101,255+678.8% | $158,931+396.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 3.48% | 56.14%-52.7pp | 46.48%-43.0pp | 302.86%-299.4pp |
| Employer contribution / active EE | $20,412 | $4,175+388.9% | $3,660+457.7% | $4,761+328.7% |
| Participant deferral / active EE | $13,725 | $4,958+176.8% | $4,370+214.0% | $5,982+129.4% |
| Admin fee / account holder | $0 | $7,246-100.0% | $5,946-100.0% | $11,247-100.0% |