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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 | $556,417 | $155,840+257.0% | $124,694+346.2% | $167,553+232.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 1.77% | 17.98%-16.2pp | 5144.82%-5143.0pp | 478.89%-477.1pp |
| Employer contribution / active EE | $21,273 | $4,165+410.7% | $3,325+539.9% | $4,840+339.6% |
| Participant deferral / active EE | $13,279 | $5,675+134.0% | $4,615+187.7% | $6,343+109.4% |
| Admin fee / account holder | $0 | $9,536-100.0% | $7,495-100.0% | $12,316-100.0% |