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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 | $414,766 | $157,276+163.7% | $141,177+193.8% | $152,885+171.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.18% | 64.33%-60.2pp | 71.40%-67.2pp | 345.39%-341.2pp |
| Employer contribution / active EE | $15,862 | $5,262+201.5% | $4,736+235.0% | $4,763+233.0% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |