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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 | $473,306 | $184,000+157.2% | $162,185+191.8% | $152,909+209.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | -0.41% | 150.80%-151.2pp | 115.61%-116.0pp | 345.46%-345.9pp |
| Employer contribution / active EE | $4,279 | $6,370-32.8% | $5,613-23.8% | $4,764-10.2% |
| Participant deferral / active EE | $16,635 | $8,033+107.1% | $7,297+128.0% | $5,851+184.3% |
| Admin fee / account holder | $24 | $13,124-99.8% | $10,844-99.8% | $11,601-99.8% |