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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 | $322,622 | $198,461+62.6% | $170,436+89.3% | $147,585+118.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.53% | 257.30%-256.8pp | 205.94%-205.4pp | 578.57%-578.0pp |
| Employer contribution / active EE | $62,554 | $6,184+911.6% | $5,433+1051.4% | $4,876+1182.8% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $260 | $16,852-98.5% | $13,880-98.1% | $10,885-97.6% |