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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 | $624,486 | $121,701+413.1% | $104,639+496.8% | $158,982+292.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 0.38% | 465.72%-465.3pp | 340.67%-340.3pp | 302.99%-302.6pp |
| Employer contribution / active EE | $19,095 | $3,165+503.2% | $2,682+612.0% | $4,763+300.9% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,778-100.0% | $6,465-100.0% | $11,252-100.0% |