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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 | $134,817+343.6% | $123,973+382.4% | $155,188+285.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 4.46% | 515.49%-511.0pp | 388.13%-383.7pp | 148.84%-144.4pp |
| Employer contribution / active EE | $28,778 | $4,425+550.3% | $4,126+597.5% | $4,248+577.5% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $62 | $13,245-99.5% | $11,799-99.5% | $14,480-99.6% |