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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 | $176,077+85.1% | $159,455+104.4% | $167,518+94.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -1.15% | 331.83%-333.0pp | 263.63%-264.8pp | 478.71%-479.9pp |
| Employer contribution / active EE | $4,860 | $5,298-8.3% | $4,830+0.6% | $4,838+0.4% |
| Participant deferral / active EE | $19,542 | $7,751+152.1% | $7,353+165.8% | $6,342+208.1% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |