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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 | $482,297 | $72,071+569.2% | $68,368+605.4% | $137,256+251.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.28% | 353.14%-341.9pp | 292.57%-281.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $16,673 | $2,788+498.0% | $2,649+529.4% | $4,156+301.2% |
| Participant deferral / active EE | $2,750 | $4,410-37.6% | $4,123-33.3% | $6,407-57.1% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |