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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 | $325,971 | $150,442+116.7% | $136,295+139.2% | $147,585+120.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.61% | 1049.09%-1041.5pp | 5155.97%-5148.4pp | 578.56%-570.9pp |
| Employer contribution / active EE | $22,926 | $5,256+336.2% | $4,695+388.3% | $4,876+370.2% |
| Participant deferral / active EE | $21,600 | $6,630+225.8% | $6,247+245.8% | $5,439+297.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |