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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 | $2,844,092 | $165,351+1620.0% | $149,710+1799.7% | $158,931+1689.5% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | -1.54% | 348.19%-349.7pp | 276.63%-278.2pp | 302.86%-304.4pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $7,181-100.0% | $6,842-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |