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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 | $408,588 | $226,090+80.7% | $182,531+123.8% | $152,885+167.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 4.30% | 192.57%-188.3pp | 148.57%-144.3pp | 345.39%-341.1pp |
| Employer contribution / active EE | $2,455 | $4,978-50.7% | $4,075-39.8% | $4,763-48.4% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |