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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 | $364,075 | $81,749+345.4% | $58,544+521.9% | $139,456+161.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | -0.04% | 7425.45%-7425.5pp | 4249.56%-4249.6pp | 373.45%-373.5pp |
| Employer contribution / active EE | $605 | $1,398-56.7% | $1,053-42.6% | $4,753-87.3% |
| Participant deferral / active EE | $660 | $2,555-74.2% | $1,923-65.7% | $6,711-90.2% |
| Admin fee / account holder | $0 | $3,272-100.0% | $2,520-100.0% | $11,407-100.0% |