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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 | $337,049 | $159,978+110.7% | $147,041+129.2% | $145,978+130.9% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 5.90% | 98.36%-92.5pp | 419.21%-413.3pp | 550.52%-544.6pp |
| Employer contribution / active EE | $5,053 | $5,288-4.4% | $4,935+2.4% | $4,662+8.4% |
| Participant deferral / active EE | $13,071 | $8,429+55.1% | $8,071+62.0% | $6,690+95.4% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |