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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 | $465,177 | $165,381+181.3% | $149,730+210.7% | $158,966+192.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.12% | 348.29%-342.2pp | 276.70%-270.6pp | 302.95%-296.8pp |
| Employer contribution / active EE | $14,000 | $5,104+174.3% | $4,645+201.4% | $4,762+194.0% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |