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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 | $304,609 | $159,978+90.4% | $147,041+107.2% | $145,978+108.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.20% | 98.36%-94.2pp | 419.21%-415.0pp | 550.52%-546.3pp |
| Employer contribution / active EE | $5,250 | $5,288-0.7% | $4,935+6.4% | $4,662+12.6% |
| Participant deferral / active EE | $15,250 | $8,429+80.9% | $8,071+89.0% | $6,690+128.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |