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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 | $461,764 | $73,546+527.9% | $63,018+632.7% | $147,586+212.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 6.21% | 175.56%-169.4pp | 87.62%-81.4pp | 578.59%-572.4pp |
| Employer contribution / active EE | $12,000 | $3,324+261.0% | $2,761+334.7% | $4,876+146.1% |
| Participant deferral / active EE | $12,000 | $4,185+186.8% | $3,330+260.4% | $5,439+120.6% |
| Admin fee / account holder | $11 | $5,956-99.8% | $3,601-99.7% | $10,886-99.9% |