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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 | $290,928 | $144,130+101.9% | $117,861+146.8% | $147,586+97.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 0.27% | 531.20%-530.9pp | 335.11%-334.8pp | 578.59%-578.3pp |
| Employer contribution / active EE | $10,501 | $4,897+114.4% | $3,786+177.3% | $4,876+115.3% |
| Participant deferral / active EE | $21,000 | $5,316+295.0% | $4,482+368.5% | $5,439+286.1% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |