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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 | $395,024 | $202,342+95.2% | $172,753+128.7% | $152,909+158.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 5.75% | 1029.88%-1024.1pp | 803.00%-797.3pp | 345.46%-339.7pp |
| Employer contribution / active EE | $5,832 | $5,857-0.4% | $5,144+13.4% | $4,764+22.4% |
| Participant deferral / active EE | $3,571 | $5,948-40.0% | $5,198-31.3% | $5,851-39.0% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |