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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 | $493,140 | $115,810+325.8% | $101,271+386.9% | $158,966+210.2% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 0.47% | 56.15%-55.7pp | 46.48%-46.0pp | 302.95%-302.5pp |
| Employer contribution / active EE | $24,537 | $4,175+487.6% | $3,660+570.4% | $4,762+415.2% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |