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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 | $304,549 | $165,361+84.2% | $149,715+103.4% | $158,950+91.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.27% | 348.24%-343.0pp | 276.66%-271.4pp | 302.91%-297.6pp |
| Employer contribution / active EE | $2,967 | $5,103-41.9% | $4,645-36.1% | $4,762-37.7% |
| Participant deferral / active EE | $5,741 | $7,182-20.1% | $6,842-16.1% | $5,983-4.0% |
| Admin fee / account holder | $50 | $10,808-99.5% | $9,310-99.5% | $11,248-99.6% |