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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 | $1,214,573 | $157,304+672.1% | $141,197+760.2% | $152,909+694.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -4.19% | 64.34%-68.5pp | 71.41%-75.6pp | 345.46%-349.7pp |
| Employer contribution / active EE | $24,524 | $5,263+366.0% | $4,736+417.8% | $4,764+414.8% |
| Participant deferral / active EE | $16,667 | $7,111+134.4% | $6,710+148.4% | $5,851+184.8% |
| Admin fee / account holder | $10 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |