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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 | $767,083 | $72,071+964.3% | $68,368+1022.0% | $137,256+458.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 0.60% | 353.14%-352.5pp | 292.57%-292.0pp | 220.34%-219.7pp |
| Employer contribution / active EE | $861 | $2,788-69.1% | $2,649-67.5% | $4,156-79.3% |
| Participant deferral / active EE | $5,200 | $4,410+17.9% | $4,123+26.1% | $6,407-18.8% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |