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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 | $166,268+58.6% | $165,100+59.7% | $145,897+80.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.74% | 100.52%-92.8pp | 70.21%-62.5pp | 552.29%-544.6pp |
| Employer contribution / active EE | $2,553 | $5,284-51.7% | $4,348-41.3% | $4,663-45.2% |
| Participant deferral / active EE | $2,553 | $6,964-63.3% | $6,035-57.7% | $6,689-61.8% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |