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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 | $348,254 | $169,356+105.6% | $129,406+169.1% | $145,897+138.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 4.75% | 14418.62%-14413.9pp | 9468.18%-9463.4pp | 552.29%-547.5pp |
| Employer contribution / active EE | $17,466 | $5,542+215.1% | $4,155+320.3% | $4,663+274.6% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9 | $9,915-99.9% | $7,689-99.9% | $13,390-99.9% |