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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 | $258,769 | $96,678+167.7% | $86,640+198.7% | $139,466+85.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 5.85% | 106.69%-100.8pp | 592.52%-586.7pp | 373.66%-367.8pp |
| Employer contribution / active EE | $5,508 | $3,265+68.7% | $3,024+82.1% | $4,754+15.9% |
| Participant deferral / active EE | $1,631 | $4,837-66.3% | $4,438-63.3% | $6,712-75.7% |
| Admin fee / account holder | $19 | $6,410-99.7% | $5,616-99.7% | $11,409-99.8% |