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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 | $281,185 | $183,539+53.2% | $155,556+80.8% | $145,897+92.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.86% | 61.31%-55.4pp | 64.84%-59.0pp | 552.29%-546.4pp |
| Employer contribution / active EE | $18,260 | $5,315+243.5% | $4,675+290.5% | $4,663+291.6% |
| Participant deferral / active EE | $15,250 | $6,467+135.8% | $5,631+170.8% | $6,689+128.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |