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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 | $418,943 | $150,447+178.5% | $136,298+207.4% | $147,586+183.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.37% | 1049.15%-1044.8pp | 5156.27%-5151.9pp | 578.59%-574.2pp |
| Employer contribution / active EE | $5,657 | $5,256+7.6% | $4,696+20.5% | $4,876+16.0% |
| Participant deferral / active EE | $32,400 | $6,631+388.6% | $6,247+418.6% | $5,439+495.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |