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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 | $399,585 | $96,678+313.3% | $86,640+361.2% | $139,466+186.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 9.12% | 106.69%-97.6pp | 592.52%-583.4pp | 373.66%-364.5pp |
| Employer contribution / active EE | $27,000 | $3,265+726.8% | $3,024+792.8% | $4,754+468.0% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |