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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 | $655,818 | $178,174+268.1% | $156,181+319.9% | $137,256+377.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 3.88% | 84.19%-80.3pp | 64.87%-61.0pp | 220.34%-216.5pp |
| Employer contribution / active EE | $25,010 | $4,972+403.1% | $4,294+482.5% | $4,156+501.8% |
| Participant deferral / active EE | $15,250 | $6,888+121.4% | $6,132+148.7% | $6,407+138.0% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |