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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 | $263,632 | $166,131+58.7% | $164,975+59.8% | $145,877+80.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.74% | 100.37%-92.6pp | 70.12%-62.4pp | 551.28%-543.5pp |
| Employer contribution / active EE | $2,553 | $5,276-51.6% | $4,343-41.2% | $4,663-45.2% |
| Participant deferral / active EE | $2,553 | $6,962-63.3% | $6,033-57.7% | $6,691-61.8% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |