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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 | $350,905 | $183,627+91.1% | $155,602+125.5% | $145,978+140.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.52% | 61.32%-57.8pp | 64.81%-61.3pp | 550.52%-547.0pp |
| Employer contribution / active EE | $37,793 | $5,316+610.9% | $4,675+708.4% | $4,662+710.7% |
| Participant deferral / active EE | $3,750 | $6,466-42.0% | $5,629-33.4% | $6,690-43.9% |
| Admin fee / account holder | $62 | $19,327-99.7% | $15,923-99.6% | $13,400-99.5% |