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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 | $305,573 | $157,304+94.3% | $141,197+116.4% | $152,909+99.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -1.75% | 64.34%-66.1pp | 71.41%-73.2pp | 345.46%-347.2pp |
| Employer contribution / active EE | $11,236 | $5,263+113.5% | $4,736+137.2% | $4,764+135.9% |
| Participant deferral / active EE | $20,833 | $7,111+193.0% | $6,710+210.5% | $5,851+256.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |