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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 | $110,093+362.8% | $97,295+423.7% | $145,897+249.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 5.88% | 244.76%-238.9pp | 75.62%-69.7pp | 552.29%-546.4pp |
| Employer contribution / active EE | $1,667 | $3,077-45.8% | $2,723-38.8% | $4,663-64.3% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $105 | $6,212-98.3% | $5,646-98.1% | $13,390-99.2% |