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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 | $475,520 | $115,780+310.7% | $101,255+369.6% | $158,931+199.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 1.49% | 56.14%-54.7pp | 46.48%-45.0pp | 302.86%-301.4pp |
| Employer contribution / active EE | $13,755 | $4,175+229.5% | $3,660+275.9% | $4,761+188.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $257 | $7,246-96.5% | $5,946-95.7% | $11,247-97.7% |