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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 | $416,018 | $157,829+163.6% | $136,867+204.0% | $198,609+109.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 0.22% | 51.25%-51.0pp | 42.97%-42.8pp | 202.70%-202.5pp |
| Employer contribution / active EE | $7,188 | $3,923+83.2% | $3,547+102.6% | $5,055+42.2% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |