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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 | $258,675 | $100,868+156.4% | $90,414+186.1% | $158,931+62.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 2.06% | 1724.58%-1722.5pp | 1293.19%-1291.1pp | 302.86%-300.8pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $14,270 | $4,348+228.2% | $3,963+260.1% | $5,982+138.5% |
| Admin fee / account holder | $24 | $6,502-99.6% | $5,611-99.6% | $11,247-99.8% |