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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 | $444,272 | $112,915+293.5% | $90,965+388.4% | $158,950+179.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 2.93% | 215.75%-212.8pp | 134.57%-131.6pp | 302.91%-300.0pp |
| Employer contribution / active EE | $5,343 | $2,894+84.6% | $2,122+151.8% | $4,762+12.2% |
| Participant deferral / active EE | $6,306 | $4,128+52.8% | $3,373+86.9% | $5,983+5.4% |
| Admin fee / account holder | $0 | $8,044-100.0% | $5,960-100.0% | $11,248-100.0% |