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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 | $292,678 | $209,422+39.8% | $178,503+64.0% | $158,982+84.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.36% | 188.81%-183.4pp | 151.12%-145.8pp | 302.99%-297.6pp |
| Employer contribution / active EE | $3,230 | $5,707-43.4% | $5,011-35.5% | $4,763-32.2% |
| Participant deferral / active EE | $8,667 | $5,955+45.5% | $5,202+66.6% | $5,983+44.8% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |