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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 | $311,973 | $134,817+131.4% | $123,973+151.6% | $155,188+101.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 3.36% | 515.49%-512.1pp | 388.13%-384.8pp | 148.84%-145.5pp |
| Employer contribution / active EE | $24,115 | $4,425+445.0% | $4,126+484.5% | $4,248+467.7% |
| Participant deferral / active EE | $20,667 | $5,706+262.2% | $5,247+293.9% | $6,531+216.4% |
| Admin fee / account holder | $183 | $13,245-98.6% | $11,799-98.4% | $14,480-98.7% |