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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 | $330,819 | $183,988+79.8% | $162,177+104.0% | $152,897+116.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 2.41% | 150.79%-148.4pp | 115.60%-113.2pp | 345.43%-343.0pp |
| Employer contribution / active EE | $25,200 | $6,370+295.6% | $5,613+349.0% | $4,764+429.0% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |