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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 | $410,529 | $183,592+123.6% | $155,574+163.9% | $145,877+181.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.75% | 61.37%-55.6pp | 64.87%-59.1pp | 551.28%-545.5pp |
| Employer contribution / active EE | $14,123 | $5,317+165.6% | $4,676+202.0% | $4,663+202.9% |
| Participant deferral / active EE | $4,979 | $6,466-23.0% | $5,629-11.5% | $6,691-25.6% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |