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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 | $321,936 | $136,214+136.3% | $98,775+225.9% | $167,536+92.2% |
| Participation rate | 0.0% | 70.2%-70.2pp | 65.7%-65.7pp | 82.1%-82.1pp |
| Annual return | 2.81% | 67.53%-64.7pp | 49.92%-47.1pp | 478.82%-476.0pp |
| Employer contribution / active EE | $0 | $2,631-100.0% | $2,067-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $3,716-100.0% | $3,035-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $5,031-100.0% | $4,076-100.0% | $12,315-100.0% |