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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 | $250,162 | $150,447+66.3% | $136,298+83.5% | $147,586+69.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 2.68% | 1049.15%-1046.5pp | 5156.27%-5153.6pp | 578.59%-575.9pp |
| Employer contribution / active EE | $31,757 | $5,256+504.2% | $4,696+576.3% | $4,876+551.2% |
| Participant deferral / active EE | $12,146 | $6,631+83.2% | $6,247+94.4% | $5,439+123.3% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |