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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 | $727,724 | $154,209+371.9% | $130,062+459.5% | $139,487+421.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 3.44% | 32.52%-29.1pp | -137.37%+140.8pp | 373.84%-370.4pp |
| Employer contribution / active EE | $37,667 | $5,292+611.7% | $4,322+771.5% | $4,755+692.2% |
| Participant deferral / active EE | $30,000 | $6,709+347.2% | $5,821+415.4% | $6,713+346.9% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |