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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 | $88,702+862.8% | $81,780+944.2% | $145,978+485.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.23% | 1029.12%-1023.9pp | 776.27%-771.0pp | 550.52%-545.3pp |
| Employer contribution / active EE | $9,779 | $3,084+217.1% | $2,914+235.6% | $4,662+109.8% |
| Participant deferral / active EE | $30,221 | $4,645+550.6% | $4,321+599.5% | $6,690+351.8% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |