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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 | $258,857 | $209,874+23.3% | $189,537+36.6% | $167,536+54.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | -1.57% | 748.61%-750.2pp | 555.34%-556.9pp | 478.82%-480.4pp |
| Employer contribution / active EE | $6,828 | $6,913-1.2% | $6,161+10.8% | $4,839+41.1% |
| Participant deferral / active EE | $18,920 | $8,934+111.8% | $8,220+130.2% | $6,342+198.3% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |