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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 | $259,685 | $106,008+145.0% | $92,240+181.5% | $147,586+76.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 4.47% | 50.05%-45.6pp | 176.29%-171.8pp | 578.59%-574.1pp |
| Employer contribution / active EE | $2,386 | $4,333-44.9% | $3,680-35.2% | $4,876-51.1% |
| Participant deferral / active EE | $17,820 | $4,478+297.9% | $3,897+357.3% | $5,439+227.7% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |