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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 | $166,131+120.9% | $164,975+122.4% | $145,877+151.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.45% | 100.37%-96.9pp | 70.12%-66.7pp | 551.28%-547.8pp |
| Employer contribution / active EE | $23,000 | $5,276+336.0% | $4,343+429.6% | $4,663+393.3% |
| Participant deferral / active EE | $38,750 | $6,962+456.6% | $6,033+542.3% | $6,691+479.2% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |