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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 | $323,887 | $150,447+115.3% | $136,298+137.6% | $147,586+119.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.14% | 1049.15%-1039.0pp | 5156.27%-5146.1pp | 578.59%-568.5pp |
| Employer contribution / active EE | $1,376 | $5,256-73.8% | $4,696-70.7% | $4,876-71.8% |
| Participant deferral / active EE | $2,282 | $6,631-65.6% | $6,247-63.5% | $5,439-58.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |