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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 | $301,923 | $165,399+82.5% | $149,745+101.6% | $158,982+89.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.03% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $3,470 | $5,105-32.0% | $4,646-25.3% | $4,763-27.1% |
| Participant deferral / active EE | $13,967 | $7,183+94.4% | $6,843+104.1% | $5,983+133.4% |
| Admin fee / account holder | $6 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |