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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 | $289,487 | $99,011+192.4% | $86,582+234.3% | $147,586+96.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6.22% | 1312.75%-1306.5pp | 965.08%-958.9pp | 578.59%-572.4pp |
| Employer contribution / active EE | $5,384 | $3,132+71.9% | $2,839+89.6% | $4,876+10.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |