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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 | $262,055 | $175,212+49.6% | $149,682+75.1% | $139,427+88.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3.32% | 166.63%-163.3pp | 134.35%-131.0pp | 373.27%-370.0pp |
| Employer contribution / active EE | $19,333 | $5,475+253.1% | $4,818+301.2% | $4,752+306.9% |
| Participant deferral / active EE | $0 | $6,520-100.0% | $5,681-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |