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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 | $311,973 | $114,119+173.4% | $107,187+191.1% | $138,895+124.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 3.36% | 273.21%-269.8pp | 204.55%-201.2pp | 145.39%-142.0pp |
| Employer contribution / active EE | $24,115 | $4,059+494.1% | $3,782+537.6% | $4,194+475.0% |
| Participant deferral / active EE | $20,667 | $5,538+273.2% | $5,096+305.5% | $6,396+223.1% |
| Admin fee / account holder | $183 | $10,024-98.2% | $9,162-98.0% | $12,562-98.5% |