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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 | $332,680 | $209,874+58.5% | $189,537+75.5% | $167,536+98.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 4.61% | 748.61%-744.0pp | 555.34%-550.7pp | 478.82%-474.2pp |
| Employer contribution / active EE | $5,333 | $6,913-22.9% | $6,161-13.4% | $4,839+10.2% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |