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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 | $395,209 | $157,304+151.2% | $141,197+179.9% | $152,909+158.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 2.64% | 64.34%-61.7pp | 71.41%-68.8pp | 345.46%-342.8pp |
| Employer contribution / active EE | $18,678 | $5,263+254.9% | $4,736+294.4% | $4,764+292.1% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |