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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 | $76,608+413.4% | $56,077+601.4% | $145,877+169.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 4.22% | 3009.59%-3005.4pp | 1709.28%-1705.1pp | 551.28%-547.1pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $21,583 | $2,624+722.5% | $1,954+1004.6% | $6,691+222.6% |
| Admin fee / account holder | $20 | $3,325-99.4% | $2,825-99.3% | $13,402-99.9% |