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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 | $289,896 | $72,403+300.4% | $67,524+329.3% | $145,978+98.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 5.00% | 7197.23%-7192.2pp | 3519.41%-3514.4pp | 550.52%-545.5pp |
| Employer contribution / active EE | $4,080 | $3,072+32.8% | $2,734+49.2% | $4,662-12.5% |
| Participant deferral / active EE | $11,500 | $4,782+140.5% | $4,001+187.4% | $6,690+71.9% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,001-100.0% | $13,400-100.0% |