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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 | $671,762 | $160,070+319.7% | $147,117+356.6% | $145,897+360.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.66% | 98.69%-95.0pp | 420.54%-416.9pp | 552.29%-548.6pp |
| Employer contribution / active EE | $17,500 | $5,285+231.2% | $4,932+254.8% | $4,663+275.3% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |