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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 | $1,527,087 | $72,071+2018.9% | $68,368+2133.6% | $137,256+1012.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 5.42% | 353.14%-347.7pp | 292.57%-287.2pp | 220.34%-214.9pp |
| Employer contribution / active EE | $570 | $2,788-79.5% | $2,649-78.5% | $4,156-86.3% |
| Participant deferral / active EE | $5,283 | $4,410+19.8% | $4,123+28.1% | $6,407-17.5% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |