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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 | $402,163 | $103,008+290.4% | $90,304+345.3% | $152,897+163.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | -1.53% | 95.22%-96.8pp | 78.13%-79.7pp | 345.43%-347.0pp |
| Employer contribution / active EE | $14,782 | $3,139+370.9% | $2,855+417.8% | $4,764+210.3% |
| Participant deferral / active EE | $13,586 | $4,281+217.3% | $3,885+249.7% | $5,851+132.2% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |