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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 | $808,837 | $96,419+738.9% | $80,648+902.9% | $139,487+479.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 6.44% | 1352.86%-1346.4pp | 937.21%-930.8pp | 373.84%-367.4pp |
| Employer contribution / active EE | $7,718 | $3,261+136.7% | $2,724+183.4% | $4,755+62.3% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,443-100.0% | $6,713-100.0% |
| Admin fee / account holder | $59 | $6,605-99.1% | $5,382-98.9% | $11,407-99.5% |