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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 | $292,984 | $166,268+76.2% | $165,100+77.5% | $145,897+100.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.29% | 100.52%-97.2pp | 70.21%-66.9pp | 552.29%-549.0pp |
| Employer contribution / active EE | $1,549 | $5,284-70.7% | $4,348-64.4% | $4,663-66.8% |
| Participant deferral / active EE | $12,200 | $6,964+75.2% | $6,035+102.1% | $6,689+82.4% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |