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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 | $332,368 | $157,829+110.6% | $136,867+142.8% | $198,609+67.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 1.77% | 51.25%-49.5pp | 42.97%-41.2pp | 202.70%-200.9pp |
| Employer contribution / active EE | $24,608 | $3,923+527.3% | $3,547+593.8% | $5,055+386.8% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |