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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 | $286,856 | $152,619+88.0% | $125,195+129.1% | $152,909+87.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 3.20% | 54.85%-51.6pp | 43.79%-40.6pp | 345.46%-342.3pp |
| Employer contribution / active EE | $15,220 | $4,947+207.6% | $3,866+293.7% | $4,764+219.5% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |