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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 | $371,980 | $157,304+136.5% | $141,197+163.4% | $152,909+143.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -0.52% | 64.34%-64.9pp | 71.41%-71.9pp | 345.46%-346.0pp |
| Employer contribution / active EE | $2,449 | $5,263-53.5% | $4,736-48.3% | $4,764-48.6% |
| Participant deferral / active EE | $20,500 | $7,111+188.3% | $6,710+205.5% | $5,851+250.3% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |