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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 | $366,920 | $166,242+120.7% | $165,071+122.3% | $145,884+151.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.45% | 100.44%-97.0pp | 70.17%-66.7pp | 551.85%-548.4pp |
| Employer contribution / active EE | $23,000 | $5,283+335.4% | $4,347+429.0% | $4,662+393.3% |
| Participant deferral / active EE | $38,750 | $6,964+456.4% | $6,035+542.1% | $6,690+479.3% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |