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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 | $450,481 | $176,077+155.8% | $159,455+182.5% | $167,518+168.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.82% | 331.83%-326.0pp | 263.63%-257.8pp | 478.71%-472.9pp |
| Employer contribution / active EE | $2,662 | $5,298-49.8% | $4,830-44.9% | $4,838-45.0% |
| Participant deferral / active EE | $13,000 | $7,751+67.7% | $7,353+76.8% | $6,342+105.0% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |