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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 | $413,741 | $135,956+204.3% | $123,894+233.9% | $273,972+51.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.13% | 56.63%-56.5pp | 47.52%-47.4pp | 41.46%-41.3pp |
| Employer contribution / active EE | $34,565 | $5,170+568.6% | $4,617+648.7% | $4,869+609.9% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |