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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 | $301,496 | $72,426+316.3% | $67,560+346.3% | $145,897+106.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 2.88% | 7226.78%-7223.9pp | 3533.50%-3530.6pp | 552.29%-549.4pp |
| Employer contribution / active EE | $30,762 | $3,074+900.6% | $2,737+1024.0% | $4,663+559.7% |
| Participant deferral / active EE | $16,889 | $4,785+252.9% | $4,004+321.8% | $6,689+152.5% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |