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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 | $417,941 | $183,539+127.7% | $155,556+168.7% | $145,897+186.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.07% | 61.31%-58.2pp | 64.84%-61.8pp | 552.29%-549.2pp |
| Employer contribution / active EE | $17,705 | $5,315+233.1% | $4,675+278.7% | $4,663+279.7% |
| Participant deferral / active EE | $9,220 | $6,467+42.6% | $5,631+63.7% | $6,689+37.8% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |