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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 | $423,995 | $88,754+377.7% | $81,820+418.2% | $145,877+190.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.41% | 1031.77%-1025.4pp | 777.93%-771.5pp | 551.28%-544.9pp |
| Employer contribution / active EE | $1,014 | $3,085-67.2% | $2,915-65.2% | $4,663-78.3% |
| Participant deferral / active EE | $1,002 | $4,648-78.5% | $4,323-76.8% | $6,691-85.0% |
| Admin fee / account holder | $50 | $8,424-99.4% | $7,391-99.3% | $13,402-99.6% |