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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 | $110,093+290.7% | $97,295+342.0% | $145,897+194.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -0.60% | 244.76%-245.4pp | 75.62%-76.2pp | 552.29%-552.9pp |
| Employer contribution / active EE | $4,260 | $3,077+38.4% | $2,723+56.5% | $4,663-8.6% |
| Participant deferral / active EE | $27,667 | $4,678+491.4% | $4,264+548.9% | $6,689+313.6% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |