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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 | $631,354 | $202,460+211.8% | $169,385+272.7% | $139,456+352.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | -0.03% | 532.07%-532.1pp | 405.82%-405.8pp | 373.45%-373.5pp |
| Employer contribution / active EE | $4,200 | $4,691-10.5% | $4,012+4.7% | $4,753-11.6% |
| Participant deferral / active EE | $6,300 | $6,938-9.2% | $6,221+1.3% | $6,711-6.1% |
| Admin fee / account holder | $0 | $10,719-100.0% | $9,011-100.0% | $11,407-100.0% |