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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 | $393,312 | $76,519+414.0% | $56,025+602.0% | $145,897+169.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 4.22% | 3017.03%-3012.8pp | 1712.69%-1708.5pp | 552.29%-548.1pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $21,583 | $2,624+722.4% | $1,955+1004.3% | $6,689+222.7% |
| Admin fee / account holder | $20 | $3,331-99.4% | $2,828-99.3% | $13,390-99.9% |