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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 | $169,237+179.8% | $129,339+266.1% | $145,978+224.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.70% | 14364.43%-14357.7pp | 9437.05%-9430.3pp | 550.52%-543.8pp |
| Employer contribution / active EE | $13,417 | $5,540+142.2% | $4,154+223.0% | $4,662+187.8% |
| Participant deferral / active EE | $20,333 | $4,991+307.4% | $4,170+387.6% | $6,690+204.0% |
| Admin fee / account holder | $70 | $9,882-99.3% | $7,668-99.1% | $13,400-99.5% |