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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 | $961,491 | $107,368+795.5% | $92,915+934.8% | $152,909+528.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 4.52% | 145.64%-141.1pp | 109.45%-104.9pp | 345.46%-340.9pp |
| Employer contribution / active EE | $34,429 | $4,222+715.4% | $3,653+842.4% | $4,764+622.7% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $153 | $7,082-97.8% | $5,796-97.4% | $11,601-98.7% |