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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 | $925,281 | $104,937+781.8% | $84,628+993.3% | $152,897+505.2% |
| Participation rate | 71.4% | 74.8%-3.4pp | 68.2%+3.2pp | 82.5%-11.0pp |
| Annual return | 4.92% | 373.88%-369.0pp | 258.80%-253.9pp | 345.43%-340.5pp |
| Employer contribution / active EE | $19,286 | $3,303+483.9% | $2,653+626.9% | $4,764+304.9% |
| Participant deferral / active EE | $0 | $4,690-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |