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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 | $296,838 | $111,535+166.1% | $105,223+182.1% | $137,256+116.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 1.33% | 237.85%-236.5pp | 180.65%-179.3pp | 220.34%-219.0pp |
| Employer contribution / active EE | $3,096 | $3,939-21.4% | $3,689-16.1% | $4,156-25.5% |
| Participant deferral / active EE | $9,733 | $5,500+77.0% | $5,072+91.9% | $6,407+51.9% |
| Admin fee / account holder | $13 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |