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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 | $761,658 | $202,345+276.4% | $172,755+340.9% | $152,885+398.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 4.22% | 1029.77%-1025.6pp | 802.94%-798.7pp | 345.39%-341.2pp |
| Employer contribution / active EE | $55,000 | $5,858+838.9% | $5,144+969.2% | $4,763+1054.7% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $92 | $17,111-99.5% | $13,955-99.3% | $11,598-99.2% |