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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 | $301,496 | $72,396+316.5% | $67,511+346.6% | $145,959+106.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 2.88% | 7194.07%-7191.2pp | 3517.41%-3514.5pp | 561.95%-559.1pp |
| Employer contribution / active EE | $30,762 | $3,071+901.8% | $2,733+1025.8% | $4,661+560.0% |
| Participant deferral / active EE | $16,889 | $4,781+253.2% | $4,000+322.2% | $6,689+152.5% |
| Admin fee / account holder | $0 | $5,538-100.0% | $3,999-100.0% | $13,398-100.0% |