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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 | $262,201 | $202,342+29.6% | $172,752+51.8% | $152,897+71.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 1.03% | 1029.83%-1028.8pp | 802.97%-801.9pp | 345.43%-344.4pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,000 | $5,948-32.8% | $5,198-23.0% | $5,851-31.6% |
| Admin fee / account holder | $30 | $17,111-99.8% | $13,955-99.8% | $11,599-99.7% |