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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 | $384,708 | $157,304+144.6% | $141,197+172.5% | $152,909+151.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 1.31% | 64.34%-63.0pp | 71.41%-70.1pp | 345.46%-344.2pp |
| Employer contribution / active EE | $23,775 | $5,263+351.8% | $4,736+402.0% | $4,764+399.1% |
| Participant deferral / active EE | $12,250 | $7,111+72.3% | $6,710+82.6% | $5,851+109.4% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |