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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 | $678,294 | $102,624+560.9% | $86,200+686.9% | $139,427+386.5% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 7.70% | 1922.69%-1915.0pp | 1168.58%-1160.9pp | 373.27%-365.6pp |
| Employer contribution / active EE | $0 | $3,033-100.0% | $2,381-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $3,986-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $8,658-100.0% | $6,853-100.0% | $11,404-100.0% |