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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 | $615,541 | $165,399+272.2% | $149,745+311.1% | $158,982+287.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.96% | 348.34%-347.4pp | 276.72%-275.8pp | 302.99%-302.0pp |
| Employer contribution / active EE | $32,584 | $5,105+538.3% | $4,646+601.4% | $4,763+584.1% |
| Participant deferral / active EE | $22,251 | $7,183+209.8% | $6,843+225.2% | $5,983+271.9% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |