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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 | $271,833 | $88,815+206.1% | $81,882+232.0% | $145,897+86.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.69% | 1033.75%-1029.1pp | 779.47%-774.8pp | 552.29%-547.6pp |
| Employer contribution / active EE | $840 | $3,086-72.8% | $2,916-71.2% | $4,663-82.0% |
| Participant deferral / active EE | $22,464 | $4,647+383.4% | $4,323+419.6% | $6,689+235.8% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |