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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 | $781,593 | $202,342+286.3% | $172,752+352.4% | $152,897+411.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 4.93% | 1029.83%-1024.9pp | 802.97%-798.0pp | 345.43%-340.5pp |
| Employer contribution / active EE | $31,734 | $5,858+441.7% | $5,144+516.9% | $4,764+566.2% |
| Participant deferral / active EE | $8,333 | $5,948+40.1% | $5,198+60.3% | $5,851+42.4% |
| Admin fee / account holder | $46 | $17,111-99.7% | $13,955-99.7% | $11,599-99.6% |