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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 | $401,361 | $217,392+84.6% | $185,818+116.0% | $167,497+139.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.03% | 148.37%-144.3pp | 122.06%-118.0pp | 478.62%-474.6pp |
| Employer contribution / active EE | $19,333 | $5,873+229.2% | $5,168+274.1% | $4,838+299.6% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $19,813-100.0% | $16,239-100.0% | $12,310-100.0% |