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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 | $757,132 | $150,447+403.3% | $136,298+455.5% | $147,586+413.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.31% | 1049.15%-1044.8pp | 5156.27%-5152.0pp | 578.59%-574.3pp |
| Employer contribution / active EE | $8,892 | $5,256+69.2% | $4,696+89.4% | $4,876+82.4% |
| Participant deferral / active EE | $11,802 | $6,631+78.0% | $6,247+88.9% | $5,439+117.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |