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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 | $672,303 | $183,627+266.1% | $155,602+332.1% | $145,978+360.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 61.32%-61.3pp | 64.81%-64.8pp | 550.52%-550.5pp |
| Employer contribution / active EE | $20,700 | $5,316+289.4% | $4,675+342.8% | $4,662+344.0% |
| Participant deferral / active EE | $23,538 | $6,466+264.1% | $5,629+318.2% | $6,690+251.9% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |