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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 | $279,505 | $105,149+165.8% | $94,659+195.3% | $139,427+100.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 1.38% | 38.04%-36.7pp | 156.75%-155.4pp | 373.27%-371.9pp |
| Employer contribution / active EE | $33,195 | $4,106+708.4% | $3,673+803.9% | $4,752+598.6% |
| Participant deferral / active EE | $20,750 | $7,600+173.0% | $7,419+179.7% | $6,711+209.2% |
| Admin fee / account holder | $0 | $8,986-100.0% | $7,232-100.0% | $11,404-100.0% |