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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 | $264,148 | $171,867+53.7% | $149,721+76.4% | $147,586+79.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 6.23% | 2113.36%-2107.1pp | 1501.67%-1495.4pp | 578.59%-572.4pp |
| Employer contribution / active EE | $5,046 | $6,275-19.6% | $5,444-7.3% | $4,876+3.5% |
| Participant deferral / active EE | $3,500 | $7,270-51.9% | $6,568-46.7% | $5,439-35.6% |
| Admin fee / account holder | $4 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |