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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 | $857,153 | $165,399+418.2% | $149,745+472.4% | $158,982+439.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.01% | 348.34%-344.3pp | 276.72%-272.7pp | 302.99%-299.0pp |
| Employer contribution / active EE | $37,500 | $5,105+634.6% | $4,646+707.2% | $4,763+687.3% |
| Participant deferral / active EE | $21,667 | $7,183+201.6% | $6,843+216.6% | $5,983+262.1% |
| Admin fee / account holder | $50 | $10,811-99.5% | $9,312-99.5% | $11,252-99.6% |