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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 | $259,491 | $68,097+281.1% | $62,929+312.4% | $137,256+89.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 8.46% | 1859.11%-1850.7pp | 1063.93%-1055.5pp | 220.34%-211.9pp |
| Employer contribution / active EE | $3,654 | $2,811+30.0% | $2,505+45.9% | $4,156-12.1% |
| Participant deferral / active EE | $7,250 | $4,553+59.3% | $3,888+86.5% | $6,407+13.2% |
| Admin fee / account holder | $20 | $6,521-99.7% | $5,065-99.6% | $12,270-99.8% |