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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 | $396,577 | $96,643+310.4% | $86,617+357.8% | $139,456+184.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 1.11% | 106.57%-105.5pp | 591.91%-590.8pp | 373.45%-372.3pp |
| Employer contribution / active EE | $863 | $3,264-73.6% | $3,023-71.5% | $4,753-81.9% |
| Participant deferral / active EE | $1,006 | $4,835-79.2% | $4,437-77.3% | $6,711-85.0% |
| Admin fee / account holder | $50 | $6,406-99.2% | $5,613-99.1% | $11,407-99.6% |