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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 | $295,169 | $171,867+71.7% | $149,721+97.1% | $147,586+100.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 1.72% | 2113.36%-2111.6pp | 1501.67%-1500.0pp | 578.59%-576.9pp |
| Employer contribution / active EE | $12,103 | $6,275+92.9% | $5,444+122.3% | $4,876+148.2% |
| Participant deferral / active EE | $15,387 | $7,270+111.7% | $6,568+134.3% | $5,439+182.9% |
| Admin fee / account holder | $7 | $13,799-99.9% | $11,282-99.9% | $10,886-99.9% |