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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 | $335,447 | $124,346+169.8% | $111,306+201.4% | $167,553+100.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 5.27% | 37.46%-32.2pp | 54.67%-49.4pp | 478.89%-473.6pp |
| Employer contribution / active EE | $25,683 | $3,438+647.1% | $2,732+840.1% | $4,840+430.7% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,316-100.0% |