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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 | $386,846 | $148,623+160.3% | $135,974+184.5% | $139,466+177.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -5.77% | 79.30%-85.1pp | 68.30%-74.1pp | 373.66%-379.4pp |
| Employer contribution / active EE | $1,354 | $5,246-74.2% | $4,859-72.1% | $4,754-71.5% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $50 | $12,406-99.6% | $10,767-99.5% | $11,409-99.6% |