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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 | $744,518 | $112,121+564.0% | $95,960+675.9% | $158,966+368.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -3.18% | 171.16%-174.3pp | 91.63%-94.8pp | 302.95%-306.1pp |
| Employer contribution / active EE | $37,000 | $3,199+1056.6% | $2,541+1355.9% | $4,762+676.9% |
| Participant deferral / active EE | $25,961 | $4,784+442.6% | $4,167+523.1% | $5,983+333.9% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |