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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 | $322,565 | $121,701+165.0% | $104,639+208.3% | $158,982+102.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -1.65% | 465.72%-467.4pp | 340.67%-342.3pp | 302.99%-304.6pp |
| Employer contribution / active EE | $3,476 | $3,165+9.8% | $2,682+29.6% | $4,763-27.0% |
| Participant deferral / active EE | $6,500 | $4,176+55.7% | $3,738+73.9% | $5,983+8.6% |
| Admin fee / account holder | $18 | $7,778-99.8% | $6,465-99.7% | $11,252-99.8% |