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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 | $267,426 | $106,918+150.1% | $84,021+218.3% | $152,897+74.9% |
| Participation rate | 72.7% | 75.2%-2.5pp | 69.0%+3.7pp | 82.5%-9.7pp |
| Annual return | 5.72% | 105.01%-99.3pp | 71.32%-65.6pp | 345.43%-339.7pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $99 | $8,288-98.8% | $6,102-98.4% | $11,599-99.1% |