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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 | $321,078 | $217,432+47.7% | $185,849+72.8% | $167,536+91.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.33% | 148.42%-148.1pp | 122.10%-121.8pp | 478.82%-478.5pp |
| Employer contribution / active EE | $16,674 | $5,875+183.8% | $5,169+222.6% | $4,839+244.6% |
| Participant deferral / active EE | $6,992 | $6,357+10.0% | $5,569+25.6% | $6,342+10.2% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |