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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 | $88,815+214.2% | $81,882+240.8% | $145,897+91.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 0.52% | 1033.75%-1033.2pp | 779.47%-779.0pp | 552.29%-551.8pp |
| Employer contribution / active EE | $1,940 | $3,086-37.1% | $2,916-33.5% | $4,663-58.4% |
| Participant deferral / active EE | $20,000 | $4,647+330.4% | $4,323+362.6% | $6,689+199.0% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |