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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 | $394,620 | $157,304+150.9% | $141,197+179.5% | $152,909+158.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.86% | 64.34%-59.5pp | 71.41%-66.5pp | 345.46%-340.6pp |
| Employer contribution / active EE | $21,583 | $5,263+310.1% | $4,736+355.7% | $4,764+353.1% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |