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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 | $279,041 | $171,867+62.4% | $149,716+86.4% | $147,585+89.1% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 1.92% | 2113.36%-2111.4pp | 1501.67%-1499.7pp | 578.58%-576.7pp |
| Employer contribution / active EE | $6,796 | $6,275+8.3% | $5,444+24.8% | $4,876+39.4% |
| Participant deferral / active EE | $12,656 | $7,270+74.1% | $6,568+92.7% | $5,439+132.7% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |