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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 | $360,547 | $180,749+99.5% | $160,784+124.2% | $137,256+162.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 5.60% | 2234.46%-2228.9pp | 1803.92%-1798.3pp | 220.34%-214.7pp |
| Employer contribution / active EE | $26,036 | $4,155+526.6% | $3,733+597.5% | $4,156+526.5% |
| Participant deferral / active EE | $21,125 | $6,844+208.7% | $6,293+235.7% | $6,407+229.7% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |