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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 | $296,788 | $70,366+321.8% | $66,674+345.1% | $138,895+113.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 9.86% | 386.41%-376.5pp | 321.24%-311.4pp | 145.39%-135.5pp |
| Employer contribution / active EE | $6,571 | $2,765+137.6% | $2,620+150.8% | $4,194+56.7% |
| Participant deferral / active EE | $13,199 | $4,374+201.8% | $4,084+223.2% | $6,396+106.4% |
| Admin fee / account holder | $64 | $5,262-98.8% | $5,098-98.7% | $12,562-99.5% |