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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 | $526,641 | $108,882+383.7% | $96,754+444.3% | $154,746+240.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 3.73% | 98.39%-94.7pp | 82.04%-78.3pp | 172.34%-168.6pp |
| Employer contribution / active EE | $565 | $3,018-81.3% | $2,679-78.9% | $4,379-87.1% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |