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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 | $261,350 | $144,130+81.3% | $117,860+121.7% | $147,585+77.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 4.07% | 531.20%-527.1pp | 335.10%-331.0pp | 578.58%-574.5pp |
| Employer contribution / active EE | $8,333 | $4,897+70.2% | $3,786+120.1% | $4,876+70.9% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $250 | $10,887-97.7% | $8,021-96.9% | $10,886-97.7% |