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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 | $438,491 | $178,174+146.1% | $156,181+180.8% | $137,256+219.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 1.48% | 84.19%-82.7pp | 64.87%-63.4pp | 220.34%-218.9pp |
| Employer contribution / active EE | $7,742 | $4,972+55.7% | $4,294+80.3% | $4,156+86.3% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $79 | $17,404-99.5% | $14,586-99.5% | $12,270-99.4% |