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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 | $270,950 | $185,199+46.3% | $142,874+89.6% | $167,518+61.7% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 1.13% | 8556.90%-8555.8pp | 5638.58%-5637.5pp | 478.71%-477.6pp |
| Employer contribution / active EE | $10,050 | $5,606+79.3% | $4,145+142.5% | $4,838+107.7% |
| Participant deferral / active EE | $19,500 | $4,495+333.8% | $3,838+408.1% | $6,342+207.5% |
| Admin fee / account holder | $70 | $8,031-99.1% | $6,561-98.9% | $12,312-99.4% |