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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 | $524,316 | $129,737+304.1% | $119,126+340.1% | $154,746+238.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 5.69% | 379.08%-373.4pp | 282.11%-276.4pp | 172.34%-166.6pp |
| Employer contribution / active EE | $18,000 | $4,375+311.4% | $4,034+346.3% | $4,379+311.0% |
| Participant deferral / active EE | $31,000 | $5,842+430.7% | $5,318+482.9% | $6,730+360.6% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |