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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 | $403,772 | $183,539+120.0% | $155,556+159.6% | $145,897+176.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.16% | 61.31%-55.1pp | 64.84%-58.7pp | 552.29%-546.1pp |
| Employer contribution / active EE | $2,858 | $5,315-46.2% | $4,675-38.9% | $4,663-38.7% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |