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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 | $100,938+156.3% | $90,461+186.0% | $158,982+62.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 2.06% | 1727.20%-1725.1pp | 1294.76%-1292.7pp | 302.99%-300.9pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $14,270 | $4,350+228.1% | $3,964+260.0% | $5,983+138.5% |
| Admin fee / account holder | $24 | $6,510-99.6% | $5,617-99.6% | $11,252-99.8% |