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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 | $88,754+206.3% | $81,820+232.2% | $145,877+86.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.69% | 1031.77%-1027.1pp | 777.93%-773.2pp | 551.28%-546.6pp |
| Employer contribution / active EE | $840 | $3,085-72.8% | $2,915-71.2% | $4,663-82.0% |
| Participant deferral / active EE | $22,464 | $4,648+383.4% | $4,323+419.7% | $6,691+235.8% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |