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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 | $437,820 | $157,304+178.3% | $141,197+210.1% | $152,909+186.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 3.23% | 64.34%-61.1pp | 71.41%-68.2pp | 345.46%-342.2pp |
| Employer contribution / active EE | $25,777 | $5,263+389.8% | $4,736+444.3% | $4,764+441.1% |
| Participant deferral / active EE | $6,000 | $7,111-15.6% | $6,710-10.6% | $5,851+2.5% |
| Admin fee / account holder | $25 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |