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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 | $314,686 | $183,539+71.5% | $155,556+102.3% | $145,897+115.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.91% | 61.31%-54.4pp | 64.84%-57.9pp | 552.29%-545.4pp |
| Employer contribution / active EE | $2,689 | $5,315-49.4% | $4,675-42.5% | $4,663-42.3% |
| Participant deferral / active EE | $2,500 | $6,467-61.3% | $5,631-55.6% | $6,689-62.6% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |