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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 | $446,150 | $93,346+378.0% | $71,796+521.4% | $273,972+62.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -2.41% | 130.39%-132.8pp | 78.04%-80.5pp | 41.46%-43.9pp |
| Employer contribution / active EE | $2,000 | $2,733-26.8% | $1,924+3.9% | $4,869-58.9% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $60 | $6,571-99.1% | $4,815-98.8% | $10,133-99.4% |