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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 | $283,638 | $183,539+54.5% | $155,556+82.3% | $145,897+94.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.15% | 61.31%-58.2pp | 64.84%-61.7pp | 552.29%-549.1pp |
| Employer contribution / active EE | $13,333 | $5,315+150.9% | $4,675+185.2% | $4,663+186.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |