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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 | $488,697 | $110,093+343.9% | $97,295+402.3% | $145,897+235.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 0.36% | 244.76%-244.4pp | 75.62%-75.3pp | 552.29%-551.9pp |
| Employer contribution / active EE | $11,420 | $3,077+271.1% | $2,723+319.4% | $4,663+144.9% |
| Participant deferral / active EE | $5,083 | $4,678+8.7% | $4,264+19.2% | $6,689-24.0% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |