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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 | $110,039+290.8% | $97,260+342.2% | $145,884+194.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -0.60% | 244.44%-245.0pp | 75.54%-76.1pp | 551.85%-552.5pp |
| Employer contribution / active EE | $4,260 | $3,074+38.6% | $2,721+56.6% | $4,662-8.6% |
| Participant deferral / active EE | $27,667 | $4,674+492.0% | $4,262+549.2% | $6,690+313.6% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |