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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 | $521,033 | $121,637+328.3% | $104,605+398.1% | $158,931+227.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 0.71% | 465.32%-464.6pp | 340.46%-339.8pp | 302.86%-302.1pp |
| Employer contribution / active EE | $12,592 | $3,163+298.0% | $2,681+369.7% | $4,761+164.5% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,739-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $7,788-100.0% | $6,473-100.0% | $11,247-100.0% |