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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 | $459,593 | $150,447+205.5% | $136,298+237.2% | $147,586+211.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.27% | 1049.15%-1039.9pp | 5156.27%-5147.0pp | 578.59%-569.3pp |
| Employer contribution / active EE | $10,028 | $5,256+90.8% | $4,696+113.6% | $4,876+105.6% |
| Participant deferral / active EE | $6,100 | $6,631-8.0% | $6,247-2.3% | $5,439+12.2% |
| Admin fee / account holder | $261 | $10,906-97.6% | $9,244-97.2% | $10,886-97.6% |