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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 | $88,778+529.6% | $81,844+582.9% | $145,884+283.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.97% | 1033.03%-1028.1pp | 778.87%-773.9pp | 551.85%-546.9pp |
| Employer contribution / active EE | $1,040 | $3,087-66.3% | $2,916-64.3% | $4,662-77.7% |
| Participant deferral / active EE | $23,000 | $4,648+394.8% | $4,323+432.0% | $6,690+243.8% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |