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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 | $509,517 | $109,904+363.6% | $97,167+424.4% | $145,959+249.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 5.88% | 243.43%-237.5pp | 75.27%-69.4pp | 561.95%-556.1pp |
| Employer contribution / active EE | $1,667 | $3,084-46.0% | $2,729-38.9% | $4,661-64.2% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $105 | $6,216-98.3% | $5,650-98.1% | $13,398-99.2% |