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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 | $558,948 | $88,702+530.1% | $81,780+583.5% | $145,978+282.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.97% | 1029.12%-1024.2pp | 776.27%-771.3pp | 550.52%-545.5pp |
| Employer contribution / active EE | $1,040 | $3,084-66.3% | $2,914-64.3% | $4,662-77.7% |
| Participant deferral / active EE | $23,000 | $4,645+395.1% | $4,321+432.3% | $6,690+243.8% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |