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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 | $532,612 | $165,351+222.1% | $149,710+255.8% | $158,931+235.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.71% | 348.19%-342.5pp | 276.63%-270.9pp | 302.86%-297.2pp |
| Employer contribution / active EE | $27,401 | $5,103+436.9% | $4,645+490.0% | $4,761+475.5% |
| Participant deferral / active EE | $6,225 | $7,181-13.3% | $6,842-9.0% | $5,982+4.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |