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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 | $357,180 | $73,546+385.7% | $63,018+466.8% | $147,586+142.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 8.04% | 175.56%-167.5pp | 87.62%-79.6pp | 578.59%-570.6pp |
| Employer contribution / active EE | $452 | $3,324-86.4% | $2,761-83.6% | $4,876-90.7% |
| Participant deferral / active EE | $3,993 | $4,185-4.6% | $3,330+19.9% | $5,439-26.6% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |