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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 | $345,857 | $105,200+228.8% | $159,474+116.9% | $85,847+302.9% |
| Participation rate | 82.4% | 75.8%+6.6pp | 82.8%-0.5pp | 69.3%+13.0pp |
| Annual return | 1.97% | 45.08%-43.1pp | 263.68%-261.7pp | 318.61%-316.6pp |
| Employer contribution / active EE | $2,335 | $3,319-29.6% | $4,831-51.7% | $2,565-9.0% |
| Participant deferral / active EE | $6,800 | $5,946+14.4% | $7,353-7.5% | $3,952+72.1% |
| Admin fee / account holder | $21 | $6,934-99.7% | $10,802-99.8% | $6,261-99.7% |