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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 | $371,105 | $154,209+140.7% | $130,062+185.3% | $139,487+166.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 3.55% | 32.52%-29.0pp | -137.37%+140.9pp | 373.84%-370.3pp |
| Employer contribution / active EE | $5,000 | $5,292-5.5% | $4,322+15.7% | $4,755+5.2% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $28 | $13,988-99.8% | $10,601-99.7% | $11,407-99.8% |