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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 | $853,991 | $88,815+861.5% | $81,882+943.0% | $145,897+485.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.23% | 1033.75%-1028.5pp | 779.47%-774.2pp | 552.29%-547.1pp |
| Employer contribution / active EE | $9,779 | $3,086+216.9% | $2,916+235.4% | $4,663+109.7% |
| Participant deferral / active EE | $30,221 | $4,647+550.3% | $4,323+599.1% | $6,689+351.8% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |