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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 | $561,592 | $157,276+257.1% | $141,177+297.8% | $152,885+267.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 1.93% | 64.33%-62.4pp | 71.40%-69.5pp | 345.39%-343.5pp |
| Employer contribution / active EE | $6,811 | $5,262+29.4% | $4,736+43.8% | $4,763+43.0% |
| Participant deferral / active EE | $19,666 | $7,110+176.6% | $6,710+193.1% | $5,851+236.1% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |