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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 | $72,465+316.1% | $67,575+346.2% | $145,884+106.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 2.88% | 7222.56%-7219.7pp | 3528.98%-3526.1pp | 551.85%-549.0pp |
| Employer contribution / active EE | $30,762 | $3,074+900.9% | $2,736+1024.5% | $4,662+559.8% |
| Participant deferral / active EE | $16,889 | $4,786+252.9% | $4,003+321.9% | $6,690+152.5% |
| Admin fee / account holder | $0 | $5,515-100.0% | $3,993-100.0% | $13,392-100.0% |