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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 | $257,563 | $150,442+71.2% | $136,295+89.0% | $147,585+74.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.06% | 1049.09%-1046.0pp | 5155.97%-5152.9pp | 578.56%-575.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,729 | $6,630-13.6% | $6,247-8.3% | $5,439+5.3% |
| Admin fee / account holder | $92 | $10,905-99.2% | $9,243-99.0% | $10,885-99.2% |