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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 | $603,726 | $183,592+228.8% | $155,567+288.1% | $145,959+313.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -0.84% | 61.24%-62.1pp | 64.74%-65.6pp | 561.95%-562.8pp |
| Employer contribution / active EE | $2,018 | $5,315-62.0% | $4,674-56.8% | $4,661-56.7% |
| Participant deferral / active EE | $3,038 | $6,464-53.0% | $5,628-46.0% | $6,689-54.6% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |