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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 | $302,558 | $202,460+49.4% | $169,385+78.6% | $139,456+117.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 3.84% | 532.07%-528.2pp | 405.82%-402.0pp | 373.45%-369.6pp |
| Employer contribution / active EE | $1,449 | $4,691-69.1% | $4,012-63.9% | $4,753-69.5% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $10,719-100.0% | $9,011-100.0% | $11,407-100.0% |