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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 | $97,125+442.2% | $86,233+510.7% | $137,256+283.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 3.73% | 74.19%-70.5pp | 61.39%-57.7pp | 220.34%-216.6pp |
| Employer contribution / active EE | $565 | $2,841-80.1% | $2,504-77.5% | $4,156-86.4% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |