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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 | $842,059 | $184,000+357.6% | $162,185+419.2% | $152,909+450.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 2.58% | 150.80%-148.2pp | 115.61%-113.0pp | 345.46%-342.9pp |
| Employer contribution / active EE | $43,862 | $6,370+588.5% | $5,613+681.4% | $4,764+820.7% |
| Participant deferral / active EE | $3,913 | $8,033-51.3% | $7,297-46.4% | $5,851-33.1% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |