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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 | $304,190 | $107,941+181.8% | $91,994+230.7% | $152,909+98.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 1.28% | 89.28%-88.0pp | 69.04%-67.8pp | 345.46%-344.2pp |
| Employer contribution / active EE | $750 | $4,212-82.2% | $3,453-78.3% | $4,764-84.3% |
| Participant deferral / active EE | $9,333 | $6,366+46.6% | $5,924+57.6% | $5,851+59.5% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,601-100.0% |