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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 | $473,560 | $169,356+179.6% | $129,406+265.9% | $145,897+224.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.70% | 14418.62%-14411.9pp | 9468.18%-9461.5pp | 552.29%-545.6pp |
| Employer contribution / active EE | $13,417 | $5,542+142.1% | $4,155+222.9% | $4,663+187.7% |
| Participant deferral / active EE | $20,333 | $4,987+307.8% | $4,167+387.9% | $6,689+204.0% |
| Admin fee / account holder | $70 | $9,915-99.3% | $7,689-99.1% | $13,390-99.5% |