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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 | $560,061 | $183,516+205.2% | $155,534+260.1% | $145,884+283.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 1.02% | 61.43%-60.4pp | 64.92%-63.9pp | 551.85%-550.8pp |
| Employer contribution / active EE | $49,352 | $5,315+828.6% | $4,675+955.7% | $4,662+958.5% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $136 | $19,293-99.3% | $15,900-99.1% | $13,392-99.0% |