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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 | $632,268 | $88,702+612.8% | $81,780+673.1% | $145,978+333.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.02% | 1029.12%-1025.1pp | 776.27%-772.2pp | 550.52%-546.5pp |
| Employer contribution / active EE | $11,188 | $3,084+262.7% | $2,914+284.0% | $4,662+140.0% |
| Participant deferral / active EE | $19,410 | $4,645+317.9% | $4,321+349.2% | $6,690+190.2% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |