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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 | $852,709 | $111,878+662.2% | $93,727+809.8% | $145,897+484.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 5.25% | 204.28%-199.0pp | 133.83%-128.6pp | 552.29%-547.0pp |
| Employer contribution / active EE | $2,372 | $3,092-23.3% | $2,421-2.0% | $4,663-49.1% |
| Participant deferral / active EE | $12,333 | $4,920+150.7% | $4,417+179.2% | $6,689+84.4% |
| Admin fee / account holder | $112 | $10,256-98.9% | $8,292-98.7% | $13,390-99.2% |