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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 | $374,535 | $114,119+228.2% | $107,187+249.4% | $138,895+169.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 4.47% | 273.21%-268.7pp | 204.55%-200.1pp | 145.39%-140.9pp |
| Employer contribution / active EE | $12,135 | $4,059+199.0% | $3,782+220.8% | $4,194+189.3% |
| Participant deferral / active EE | $31,000 | $5,538+459.8% | $5,096+508.3% | $6,396+384.7% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |