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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 | $470,607 | $96,678+386.8% | $86,640+443.2% | $139,466+237.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 7.97% | 106.69%-98.7pp | 592.52%-584.5pp | 373.66%-365.7pp |
| Employer contribution / active EE | $6,250 | $3,265+91.4% | $3,024+106.7% | $4,754+31.5% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |