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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 | $487,548 | $165,399+194.8% | $149,745+225.6% | $158,982+206.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.66% | 348.34%-344.7pp | 276.72%-273.1pp | 302.99%-299.3pp |
| Employer contribution / active EE | $26,360 | $5,105+416.4% | $4,646+467.4% | $4,763+453.4% |
| Participant deferral / active EE | $7,333 | $7,183+2.1% | $6,843+7.2% | $5,983+22.6% |
| Admin fee / account holder | $67 | $10,811-99.4% | $9,312-99.3% | $11,252-99.4% |