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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 | $408,563 | $226,105+80.7% | $182,540+123.8% | $152,897+167.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | -1.79% | 192.58%-194.4pp | 148.58%-150.4pp | 345.43%-347.2pp |
| Employer contribution / active EE | $8,250 | $4,978+65.7% | $4,076+102.4% | $4,764+73.2% |
| Participant deferral / active EE | $25,000 | $6,370+292.5% | $5,525+352.5% | $5,851+327.3% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |