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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 | $430,083 | $109,904+291.3% | $97,167+342.6% | $145,959+194.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -0.60% | 243.43%-244.0pp | 75.27%-75.9pp | 561.95%-562.6pp |
| Employer contribution / active EE | $4,260 | $3,084+38.1% | $2,729+56.1% | $4,661-8.6% |
| Participant deferral / active EE | $27,667 | $4,676+491.7% | $4,264+548.9% | $6,689+313.6% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |