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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 | $1,936,132 | $103,000+1779.7% | $90,300+2044.1% | $152,885+1166.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | -2.39% | 95.19%-97.6pp | 78.11%-80.5pp | 345.39%-347.8pp |
| Employer contribution / active EE | $36,104 | $3,138+1050.4% | $2,854+1165.0% | $4,763+658.0% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |