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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 | $598,084 | $114,119+424.1% | $107,187+458.0% | $138,895+330.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 4.46% | 273.21%-268.7pp | 204.55%-200.1pp | 145.39%-140.9pp |
| Employer contribution / active EE | $28,778 | $4,059+609.0% | $3,782+660.9% | $4,194+586.1% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $62 | $10,024-99.4% | $9,162-99.3% | $12,562-99.5% |