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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 | $269,876 | $211,288+27.7% | $178,540+51.2% | $145,884+85.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.07% | 30.27%-30.2pp | 27.15%-27.1pp | 551.85%-551.8pp |
| Employer contribution / active EE | $13,674 | $4,574+199.0% | $3,953+245.9% | $4,662+193.3% |
| Participant deferral / active EE | $18,644 | $6,967+167.6% | $6,281+196.9% | $6,690+178.7% |
| Admin fee / account holder | $15 | $12,105-99.9% | $10,424-99.9% | $13,392-99.9% |