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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 | $250,166 | $132,099+89.4% | $115,599+116.4% | $138,895+80.1% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.3%+9.1pp | 79.9%+3.4pp |
| Annual return | 6.56% | 176.76%-170.2pp | 111.10%-104.5pp | 145.39%-138.8pp |
| Employer contribution / active EE | $936 | $3,416-72.6% | $2,955-68.3% | $4,194-77.7% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $15,650-100.0% | $12,841-100.0% | $12,562-100.0% |