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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 | $318,088 | $88,754+258.4% | $81,820+288.8% | $145,877+118.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.88% | 1031.77%-1026.9pp | 777.93%-773.1pp | 551.28%-546.4pp |
| Employer contribution / active EE | $14,902 | $3,085+383.0% | $2,915+411.2% | $4,663+219.6% |
| Participant deferral / active EE | $10,854 | $4,648+133.5% | $4,323+151.1% | $6,691+62.2% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |