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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 | $912,726 | $100,895+804.6% | $90,430+909.3% | $158,950+474.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.67% | 1725.54%-1723.9pp | 1293.73%-1292.1pp | 302.91%-301.2pp |
| Employer contribution / active EE | $500 | $3,689-86.4% | $3,262-84.7% | $4,762-89.5% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |