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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 | $600,185 | $106,008+466.2% | $92,240+550.7% | $147,586+306.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 1.32% | 50.05%-48.7pp | 176.29%-175.0pp | 578.59%-577.3pp |
| Employer contribution / active EE | $26,667 | $4,333+515.4% | $3,680+624.7% | $4,876+446.9% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $32 | $6,333-99.5% | $5,194-99.4% | $10,886-99.7% |