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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 | $250,727 | $106,008+136.5% | $92,240+171.8% | $147,586+69.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.38% | 50.05%-43.7pp | 176.29%-169.9pp | 578.59%-572.2pp |
| Employer contribution / active EE | $13,333 | $4,333+207.7% | $3,680+262.4% | $4,876+173.4% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $73 | $6,333-98.8% | $5,194-98.6% | $10,886-99.3% |