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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 | $283,747 | $166,089+70.8% | $164,928+72.0% | $145,978+94.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.36% | 100.26%-95.9pp | 70.08%-65.7pp | 550.52%-546.2pp |
| Employer contribution / active EE | $2,283 | $5,276-56.7% | $4,343-47.4% | $4,662-51.0% |
| Participant deferral / active EE | $13,867 | $6,961+99.2% | $6,034+129.8% | $6,690+107.3% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |