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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 | $394,724 | $81,763+382.8% | $58,561+574.0% | $139,466+183.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 1.05% | 7427.77%-7426.7pp | 4251.33%-4250.3pp | 373.66%-372.6pp |
| Employer contribution / active EE | $1,290 | $1,398-7.7% | $1,053+22.5% | $4,754-72.9% |
| Participant deferral / active EE | $1,290 | $2,555-49.5% | $1,923-32.9% | $6,712-80.8% |
| Admin fee / account holder | $0 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |