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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 | $485,790 | $150,435+222.9% | $120,580+302.9% | $145,897+233.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 5.67% | 154.60%-148.9pp | 107.48%-101.8pp | 552.29%-546.6pp |
| Employer contribution / active EE | $22,000 | $4,352+405.5% | $3,469+534.1% | $4,663+371.8% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |