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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 | $632,281 | $159,978+295.2% | $147,041+330.0% | $145,978+333.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.20% | 98.36%-96.2pp | 419.21%-417.0pp | 550.52%-548.3pp |
| Employer contribution / active EE | $22,308 | $5,288+321.8% | $4,935+352.0% | $4,662+378.5% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |