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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 | $432,043 | $114,119+278.6% | $107,187+303.1% | $138,895+211.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 0.77% | 273.21%-272.4pp | 204.55%-203.8pp | 145.39%-144.6pp |
| Employer contribution / active EE | $22,500 | $4,059+454.4% | $3,782+494.9% | $4,194+436.5% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $143 | $10,024-98.6% | $9,162-98.4% | $12,562-98.9% |