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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 | $559,976 | $99,995+460.0% | $85,063+558.3% | $145,978+283.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -1.53% | 83.99%-85.5pp | 66.54%-68.1pp | 550.52%-552.0pp |
| Employer contribution / active EE | $43,500 | $3,231+1246.3% | $2,727+1495.1% | $4,662+833.1% |
| Participant deferral / active EE | $34,000 | $5,295+542.1% | $4,523+651.8% | $6,690+408.3% |
| Admin fee / account holder | $20 | $7,255-99.7% | $6,155-99.7% | $13,400-99.9% |