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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 | $501,183 | $176,105+184.6% | $159,474+214.3% | $167,536+199.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.87% | 331.91%-331.0pp | 263.68%-262.8pp | 478.82%-477.9pp |
| Employer contribution / active EE | $7,440 | $5,299+40.4% | $4,831+54.0% | $4,839+53.7% |
| Participant deferral / active EE | $18,500 | $7,751+138.7% | $7,353+151.6% | $6,342+191.7% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |