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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 | $569,910 | $109,905+418.5% | $98,506+478.6% | $167,553+240.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 5.95% | 1960.20%-1954.3pp | 1494.92%-1489.0pp | 478.89%-472.9pp |
| Employer contribution / active EE | $5,995 | $3,226+85.8% | $2,961+102.4% | $4,840+23.9% |
| Participant deferral / active EE | $20,550 | $4,674+339.7% | $4,277+380.5% | $6,343+224.0% |
| Admin fee / account holder | $0 | $6,760-100.0% | $5,955-100.0% | $12,316-100.0% |