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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 | $516,154 | $185,905+177.6% | $170,057+203.5% | $139,487+270.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.58% | 60.56%-60.0pp | 53.42%-52.8pp | 373.84%-373.3pp |
| Employer contribution / active EE | $6,363 | $7,597-16.3% | $6,790-6.3% | $4,755+33.8% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |