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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 | $302,351 | $165,361+82.8% | $149,715+102.0% | $158,950+90.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 2.08% | 348.24%-346.2pp | 276.66%-274.6pp | 302.91%-300.8pp |
| Employer contribution / active EE | $8,343 | $5,103+63.5% | $4,645+79.6% | $4,762+75.2% |
| Participant deferral / active EE | $16,130 | $7,182+124.6% | $6,842+135.7% | $5,983+169.6% |
| Admin fee / account holder | $12 | $10,808-99.9% | $9,310-99.9% | $11,248-99.9% |