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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 | $287,412 | $93,346+207.9% | $71,796+300.3% | $273,972+4.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -0.25% | 130.39%-130.6pp | 78.04%-78.3pp | 41.46%-41.7pp |
| Employer contribution / active EE | $11,701 | $2,733+328.1% | $1,924+508.0% | $4,869+140.3% |
| Participant deferral / active EE | $8,253 | $3,475+137.5% | $2,794+195.3% | $5,287+56.1% |
| Admin fee / account holder | $20 | $6,571-99.7% | $4,815-99.6% | $10,133-99.8% |