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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 | $678,742 | $107,363+532.2% | $92,909+630.5% | $152,897+343.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 1.95% | 145.63%-143.7pp | 109.44%-107.5pp | 345.43%-343.5pp |
| Employer contribution / active EE | $2,900 | $4,222-31.3% | $3,653-20.6% | $4,764-39.1% |
| Participant deferral / active EE | $4,850 | $4,8480% | $4,238+14.4% | $5,851-17.1% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |