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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 | $1,318,918 | $106,923+1133.5% | $84,023+1469.7% | $152,909+762.5% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | -1.91% | 105.02%-106.9pp | 71.32%-73.2pp | 345.46%-347.4pp |
| Employer contribution / active EE | $32,175 | $2,735+1076.2% | $1,984+1521.8% | $4,764+575.4% |
| Participant deferral / active EE | $25,000 | $4,013+523.0% | $3,239+671.8% | $5,851+327.3% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |