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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 | $325,632 | $112,915+188.4% | $90,965+258.0% | $158,950+104.9% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 2.59% | 215.75%-213.2pp | 134.57%-132.0pp | 302.91%-300.3pp |
| Employer contribution / active EE | $12,500 | $2,894+331.9% | $2,122+489.0% | $4,762+162.5% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,044-100.0% | $5,960-100.0% | $11,248-100.0% |