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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 | $373,728 | $150,447+148.4% | $136,298+174.2% | $147,586+153.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.79% | 1049.15%-1044.4pp | 5156.27%-5151.5pp | 578.59%-573.8pp |
| Employer contribution / active EE | $6,754 | $5,256+28.5% | $4,696+43.8% | $4,876+38.5% |
| Participant deferral / active EE | $9,050 | $6,631+36.5% | $6,247+44.9% | $5,439+66.4% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |