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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 | $421,980 | $106,008+298.1% | $92,240+357.5% | $147,586+185.9% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 4.05% | 50.05%-46.0pp | 176.29%-172.2pp | 578.59%-574.5pp |
| Employer contribution / active EE | $2,709 | $4,333-37.5% | $3,680-26.4% | $4,876-44.5% |
| Participant deferral / active EE | $6,506 | $4,478+45.3% | $3,897+66.9% | $5,439+19.6% |
| Admin fee / account holder | $13 | $6,333-99.8% | $5,194-99.8% | $10,886-99.9% |