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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 | $335,141 | $107,353+212.2% | $92,903+260.7% | $152,885+119.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 7.29% | 145.62%-138.3pp | 109.43%-102.1pp | 345.39%-338.1pp |
| Employer contribution / active EE | $2,130 | $4,222-49.5% | $3,653-41.7% | $4,763-55.3% |
| Participant deferral / active EE | $24,667 | $4,848+408.9% | $4,238+482.1% | $5,851+321.6% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |