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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 | $487,686 | $115,814+321.1% | $101,275+381.5% | $158,982+206.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 1.89% | 56.16%-54.3pp | 46.48%-44.6pp | 302.99%-301.1pp |
| Employer contribution / active EE | $19,000 | $4,176+355.0% | $3,660+419.1% | $4,763+298.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |