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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 | $356,583 | $227,633+56.6% | $189,597+88.1% | $167,553+112.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 5.29% | 78.45%-73.2pp | 64.20%-58.9pp | 478.89%-473.6pp |
| Employer contribution / active EE | $2,206 | $5,317-58.5% | $4,412-50.0% | $4,840-54.4% |
| Participant deferral / active EE | $10,458 | $7,003+49.3% | $6,174+69.4% | $6,343+64.9% |
| Admin fee / account holder | $192 | $11,879-98.4% | $9,807-98.0% | $12,316-98.4% |