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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 | $102,595+144.9% | $94,057+167.1% | $154,746+62.4% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 80.7%-0.7pp |
| Annual return | 8.33% | 583.42%-575.1pp | 480.62%-472.3pp | 172.34%-164.0pp |
| Employer contribution / active EE | $400 | $3,147-87.3% | $2,933-86.4% | $4,379-90.9% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |