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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 | $270,905 | $160,070+69.2% | $147,117+84.1% | $145,897+85.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.03% | 98.69%-93.7pp | 420.54%-415.5pp | 552.29%-547.3pp |
| Employer contribution / active EE | $21,903 | $5,285+314.5% | $4,932+344.1% | $4,663+369.8% |
| Participant deferral / active EE | $26,579 | $8,419+215.7% | $8,065+229.6% | $6,689+297.3% |
| Admin fee / account holder | $70 | $15,035-99.5% | $12,993-99.5% | $13,390-99.5% |