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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 | $252,770 | $96,361+162.3% | $80,607+213.6% | $139,456+81.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 9.22% | 1350.95%-1341.7pp | 936.11%-926.9pp | 373.45%-364.2pp |
| Employer contribution / active EE | $22,933 | $3,262+602.9% | $2,724+741.8% | $4,753+382.5% |
| Participant deferral / active EE | $0 | $5,232-100.0% | $4,448-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $6,601-100.0% | $5,379-100.0% | $11,407-100.0% |