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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 | $251,656 | $160,028+57.3% | $147,080+71.1% | $145,884+72.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.29% | 98.60%-95.3pp | 420.17%-416.9pp | 551.85%-548.6pp |
| Employer contribution / active EE | $25,002 | $5,286+373.0% | $4,933+406.8% | $4,662+436.3% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |