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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 | $283,135 | $176,688+60.2% | $130,660+116.7% | $152,897+85.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 3.81% | 2693.08%-2689.3pp | 1709.29%-1705.5pp | 345.43%-341.6pp |
| Employer contribution / active EE | $6,419 | $5,743+11.8% | $4,092+56.9% | $4,764+34.8% |
| Participant deferral / active EE | $14,667 | $4,362+236.2% | $3,603+307.1% | $5,851+150.7% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,599-100.0% |