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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 | $375,655 | $157,296+138.8% | $141,191+166.1% | $152,897+145.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.04% | 64.34%-54.3pp | 71.41%-61.4pp | 345.43%-335.4pp |
| Employer contribution / active EE | $7,143 | $5,262+35.7% | $4,736+50.8% | $4,764+49.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $132 | $12,125-98.9% | $10,264-98.7% | $11,599-98.9% |