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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 | $270,335 | $154,209+75.3% | $130,062+107.9% | $139,487+93.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 1.80% | 32.52%-30.7pp | -137.37%+139.2pp | 373.84%-372.0pp |
| Employer contribution / active EE | $1,523 | $5,292-71.2% | $4,322-64.8% | $4,755-68.0% |
| Participant deferral / active EE | $12,000 | $6,709+78.9% | $5,821+106.2% | $6,713+78.8% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |