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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 | $647,269 | $88,815+628.8% | $81,882+690.5% | $145,897+343.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.03% | 1033.75%-1027.7pp | 779.47%-773.4pp | 552.29%-546.3pp |
| Employer contribution / active EE | $16,852 | $3,086+446.0% | $2,916+477.9% | $4,663+261.4% |
| Participant deferral / active EE | $10,028 | $4,647+115.8% | $4,323+132.0% | $6,689+49.9% |
| Admin fee / account holder | $15 | $8,434-99.8% | $7,360-99.8% | $13,390-99.9% |