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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 | $610,851 | $157,304+288.3% | $141,197+332.6% | $152,909+299.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 6.57% | 64.34%-57.8pp | 71.41%-64.8pp | 345.46%-338.9pp |
| Employer contribution / active EE | $19,634 | $5,263+273.1% | $4,736+314.6% | $4,764+312.1% |
| Participant deferral / active EE | $10,057 | $7,111+41.4% | $6,710+49.9% | $5,851+71.9% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |