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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 | $259,614 | $109,905+136.2% | $98,506+163.6% | $167,553+54.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 3.10% | 1960.20%-1957.1pp | 1494.92%-1491.8pp | 478.89%-475.8pp |
| Employer contribution / active EE | $12,500 | $3,226+287.5% | $2,961+322.1% | $4,840+158.3% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $6,760-100.0% | $5,955-100.0% | $12,316-100.0% |