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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 | $771,422 | $202,460+281.0% | $169,385+355.4% | $139,456+453.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | -1.05% | 532.07%-533.1pp | 405.82%-406.9pp | 373.45%-374.5pp |
| Employer contribution / active EE | $28,469 | $4,691+506.9% | $4,012+609.6% | $4,753+499.0% |
| Participant deferral / active EE | $14,943 | $6,938+115.4% | $6,221+140.2% | $6,711+122.6% |
| Admin fee / account holder | $0 | $10,719-100.0% | $9,011-100.0% | $11,407-100.0% |