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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 | $305,224 | $106,918+185.5% | $84,021+263.3% | $152,897+99.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 4.01% | 105.01%-101.0pp | 71.32%-67.3pp | 345.43%-341.4pp |
| Employer contribution / active EE | $22,143 | $2,735+709.6% | $1,984+1016.2% | $4,764+364.8% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |