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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 | $346,559 | $124,175+179.1% | $108,405+219.7% | $167,536+106.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.02% | 1380.13%-1374.1pp | 905.55%-899.5pp | 478.82%-472.8pp |
| Employer contribution / active EE | $26,745 | $4,188+538.7% | $3,559+651.5% | $4,839+452.7% |
| Participant deferral / active EE | $17,756 | $6,908+157.0% | $6,563+170.6% | $6,342+180.0% |
| Admin fee / account holder | $0 | $9,457-100.0% | $7,297-100.0% | $12,315-100.0% |