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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 | $497,086 | $157,276+216.1% | $141,177+252.1% | $152,885+225.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.18% | 64.33%-60.2pp | 71.40%-67.2pp | 345.39%-341.2pp |
| Employer contribution / active EE | $12,116 | $5,262+130.3% | $4,736+155.9% | $4,763+154.4% |
| Participant deferral / active EE | $13,421 | $7,110+88.7% | $6,710+100.0% | $5,851+129.4% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |