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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 | $787,823 | $165,381+376.4% | $149,730+426.2% | $158,966+395.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -0.15% | 348.29%-348.4pp | 276.70%-276.9pp | 302.95%-303.1pp |
| Employer contribution / active EE | $21,300 | $5,104+317.3% | $4,645+358.5% | $4,762+347.2% |
| Participant deferral / active EE | $16,973 | $7,182+136.3% | $6,843+148.1% | $5,983+183.7% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |