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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 | $325,974 | $176,120+85.1% | $159,487+104.4% | $167,553+94.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -1.15% | 331.95%-333.1pp | 263.71%-264.9pp | 478.89%-480.0pp |
| Employer contribution / active EE | $4,860 | $5,299-8.3% | $4,831+0.6% | $4,840+0.4% |
| Participant deferral / active EE | $19,542 | $7,752+152.1% | $7,354+165.7% | $6,343+208.1% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |