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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 | $353,345 | $114,119+209.6% | $107,187+229.7% | $138,895+154.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 7.84% | 273.21%-265.4pp | 204.55%-196.7pp | 145.39%-137.6pp |
| Employer contribution / active EE | $1,100 | $4,059-72.9% | $3,782-70.9% | $4,194-73.8% |
| Participant deferral / active EE | $1,650 | $5,538-70.2% | $5,096-67.6% | $6,396-74.2% |
| Admin fee / account holder | $116 | $10,024-98.8% | $9,162-98.7% | $12,562-99.1% |