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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 | $262,055 | $175,259+49.5% | $149,723+75.0% | $139,487+87.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3.32% | 166.82%-163.5pp | 134.50%-131.2pp | 373.84%-370.5pp |
| Employer contribution / active EE | $19,333 | $5,478+252.9% | $4,821+301.0% | $4,755+306.6% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |