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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 | $260,706 | $176,402+47.8% | $134,162+94.3% | $158,982+64.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 1.25% | 63.66%-62.4pp | 36.35%-35.1pp | 302.99%-301.7pp |
| Employer contribution / active EE | $3,480 | $5,042-31.0% | $3,705-6.1% | $4,763-26.9% |
| Participant deferral / active EE | $22,750 | $4,093+455.9% | $3,500+550.1% | $5,983+280.2% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |