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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 | $279,039 | $88,710+214.6% | $81,783+241.2% | $145,959+91.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 0.52% | 1027.26%-1026.7pp | 775.05%-774.5pp | 561.95%-561.4pp |
| Employer contribution / active EE | $1,940 | $3,083-37.1% | $2,913-33.4% | $4,661-58.4% |
| Participant deferral / active EE | $20,000 | $4,645+330.6% | $4,320+362.9% | $6,689+199.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |