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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 | $299,231 | $150,447+98.9% | $136,298+119.5% | $147,586+102.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.66% | 1049.15%-1048.5pp | 5156.27%-5155.6pp | 578.59%-577.9pp |
| Employer contribution / active EE | $36,000 | $5,256+584.9% | $4,696+666.7% | $4,876+638.3% |
| Participant deferral / active EE | $20,000 | $6,631+201.6% | $6,247+220.1% | $5,439+267.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |