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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 | $576,266 | $81,668+605.6% | $58,507+884.9% | $139,487+313.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 6.18% | 7430.07%-7423.9pp | 4252.32%-4246.1pp | 373.84%-367.7pp |
| Employer contribution / active EE | $1,000 | $1,398-28.5% | $1,053-5.1% | $4,755-79.0% |
| Participant deferral / active EE | $0 | $2,554-100.0% | $1,922-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $3,212-100.0% | $2,486-100.0% | $11,407-100.0% |