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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 | $251,266 | $72,071+248.6% | $68,368+267.5% | $137,256+83.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 8.33% | 353.14%-344.8pp | 292.57%-284.2pp | 220.34%-212.0pp |
| Employer contribution / active EE | $400 | $2,788-85.7% | $2,649-84.9% | $4,156-90.4% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |