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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 | $460,949 | $209,422+120.1% | $178,503+158.2% | $158,982+189.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.57% | 188.81%-186.2pp | 151.12%-148.5pp | 302.99%-300.4pp |
| Employer contribution / active EE | $10,517 | $5,707+84.3% | $5,011+109.9% | $4,763+120.8% |
| Participant deferral / active EE | $7,363 | $5,955+23.6% | $5,202+41.5% | $5,983+23.0% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |