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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 | $377,605 | $88,710+325.7% | $81,783+361.7% | $145,959+158.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.34% | 1027.26%-1018.9pp | 775.05%-766.7pp | 561.95%-553.6pp |
| Employer contribution / active EE | $19,056 | $3,083+518.1% | $2,913+554.3% | $4,661+308.9% |
| Participant deferral / active EE | $15,250 | $4,645+228.3% | $4,320+253.0% | $6,689+128.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |