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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 | $648,139 | $227,633+184.7% | $189,597+241.9% | $167,553+286.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 6.62% | 78.45%-71.8pp | 64.20%-57.6pp | 478.89%-472.3pp |
| Employer contribution / active EE | $4,380 | $5,317-17.6% | $4,412-0.7% | $4,840-9.5% |
| Participant deferral / active EE | $14,821 | $7,003+111.6% | $6,174+140.0% | $6,343+133.7% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |