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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 | $507,690 | $183,539+176.6% | $155,556+226.4% | $145,897+248.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.91% | 61.31%-55.4pp | 64.84%-58.9pp | 552.29%-546.4pp |
| Employer contribution / active EE | $3,968 | $5,315-25.4% | $4,675-15.1% | $4,663-14.9% |
| Participant deferral / active EE | $18,528 | $6,467+186.5% | $5,631+229.0% | $6,689+177.0% |
| Admin fee / account holder | $11 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |