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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 | $451,503 | $100,911+347.4% | $90,440+399.2% | $158,966+184.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.13% | 1726.62%-1722.5pp | 1294.38%-1290.3pp | 302.95%-298.8pp |
| Employer contribution / active EE | $14,729 | $3,690+299.1% | $3,263+351.4% | $4,762+209.3% |
| Participant deferral / active EE | $9,124 | $4,348+109.8% | $3,964+130.2% | $5,983+52.5% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |