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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 | $331,935 | $154,159+115.3% | $130,026+155.3% | $139,456+138.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 4.69% | 32.50%-27.8pp | -137.26%+142.0pp | 373.45%-368.8pp |
| Employer contribution / active EE | $3,636 | $5,292-31.3% | $4,321-15.8% | $4,753-23.5% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $43 | $14,001-99.7% | $10,608-99.6% | $11,407-99.6% |