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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 | $838,920 | $90,486+827.1% | $78,676+966.3% | $273,972+206.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.47% | 75.62%-75.2pp | 62.19%-61.7pp | 41.46%-41.0pp |
| Employer contribution / active EE | $22,500 | $3,175+608.7% | $2,850+689.5% | $4,869+362.1% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |