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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 | $559,307 | $160,070+249.4% | $147,117+280.2% | $145,897+283.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.02% | 98.69%-95.7pp | 420.54%-417.5pp | 552.29%-549.3pp |
| Employer contribution / active EE | $14,042 | $5,285+165.7% | $4,932+184.7% | $4,663+201.2% |
| Participant deferral / active EE | $30,500 | $8,419+262.3% | $8,065+278.2% | $6,689+356.0% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |