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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 | $582,098 | $112,112+419.2% | $95,956+506.6% | $158,950+266.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 1.83% | 171.15%-169.3pp | 91.63%-89.8pp | 302.91%-301.1pp |
| Employer contribution / active EE | $26,000 | $3,199+712.8% | $2,541+923.2% | $4,762+446.0% |
| Participant deferral / active EE | $17,000 | $4,784+255.4% | $4,167+308.0% | $5,983+184.2% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,797-100.0% | $11,248-100.0% |