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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 | $318,811 | $225,673+41.3% | $203,872+56.4% | $155,188+105.4% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 3.61% | 95.91%-92.3pp | 85.11%-81.5pp | 148.84%-145.2pp |
| Employer contribution / active EE | $500 | $4,099-87.8% | $3,757-86.7% | $4,248-88.2% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,327-100.0% | $11,730-100.0% | $14,480-100.0% |