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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 | $548,429 | $157,296+248.7% | $141,191+288.4% | $152,897+258.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.15% | 64.34%-60.2pp | 71.41%-67.3pp | 345.43%-341.3pp |
| Employer contribution / active EE | $30,188 | $5,262+473.7% | $4,736+537.4% | $4,764+533.7% |
| Participant deferral / active EE | $16,667 | $7,111+134.4% | $6,710+148.4% | $5,851+184.8% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |