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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 | $285,418 | $72,071+296.0% | $68,368+317.5% | $137,256+107.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 7.98% | 353.14%-345.2pp | 292.57%-284.6pp | 220.34%-212.4pp |
| Employer contribution / active EE | $600 | $2,788-78.5% | $2,649-77.3% | $4,156-85.6% |
| Participant deferral / active EE | $600 | $4,410-86.4% | $4,123-85.4% | $6,407-90.6% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |