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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 | $430,650 | $142,354+202.5% | $125,529+243.1% | $155,188+177.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 2.02% | 306.06%-304.0pp | 202.56%-200.5pp | 148.84%-146.8pp |
| Employer contribution / active EE | $18,663 | $3,501+433.0% | $3,058+510.4% | $4,248+339.4% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $19,392-100.0% | $16,298-100.0% | $14,480-100.0% |