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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 | $439,932 | $211,288+108.2% | $178,540+146.4% | $145,884+201.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.45% | 30.27%-29.8pp | 27.15%-26.7pp | 551.85%-551.4pp |
| Employer contribution / active EE | $719 | $4,574-84.3% | $3,953-81.8% | $4,662-84.6% |
| Participant deferral / active EE | $18,258 | $6,967+162.1% | $6,281+190.7% | $6,690+172.9% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |