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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 | $257,127 | $156,927+63.9% | $121,169+112.2% | $139,456+84.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 3.78% | 1475.85%-1472.1pp | 986.71%-982.9pp | 373.45%-369.7pp |
| Employer contribution / active EE | $30,500 | $5,542+450.4% | $4,168+631.8% | $4,753+541.7% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,645-100.0% | $11,407-100.0% |