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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 | $430,319 | $173,397+148.2% | $135,987+216.4% | $145,978+194.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 1.22% | 1165.22%-1164.0pp | 579.77%-578.6pp | 550.52%-549.3pp |
| Employer contribution / active EE | $0 | $5,281-100.0% | $4,214-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $8,710-100.0% | $7,027-100.0% | $6,690-100.0% |
| Admin fee / account holder | $67 | $9,663-99.3% | $6,716-99.0% | $13,400-99.5% |