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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 | $286,467 | $176,105+62.7% | $159,474+79.6% | $167,536+71.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.48% | 331.91%-327.4pp | 263.68%-259.2pp | 478.82%-474.3pp |
| Employer contribution / active EE | $20,625 | $5,299+289.2% | $4,831+326.9% | $4,839+326.2% |
| Participant deferral / active EE | $26,000 | $7,751+235.4% | $7,353+253.6% | $6,342+309.9% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |