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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 | $263,012 | $115,866+127.0% | $65,328+302.6% | $139,456+88.6% |
| Participation rate | 100.0% | 67.8%+32.2pp | 64.9%+35.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 31.21%-31.2pp | 47.39%-47.4pp | 373.45%-373.4pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $1,692-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,832-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $6,705-100.0% | $4,116-100.0% | $11,407-100.0% |