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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 | $268,829 | $110,801+142.6% | $86,615+210.4% | $167,536+60.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 7.05% | 116.96%-109.9pp | 63.51%-56.5pp | 478.82%-471.8pp |
| Employer contribution / active EE | $12,500 | $3,245+285.3% | $2,496+400.9% | $4,839+158.3% |
| Participant deferral / active EE | $0 | $4,547-100.0% | $3,699-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1 | $8,417-100.0% | $5,830-100.0% | $12,315-100.0% |