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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 | $934,818 | $124,187+652.8% | $108,410+762.3% | $167,518+458.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -1.53% | 1379.80%-1381.3pp | 905.34%-906.9pp | 478.71%-480.2pp |
| Employer contribution / active EE | $6,000 | $4,187+43.3% | $3,558+68.6% | $4,838+24.0% |
| Participant deferral / active EE | $26,000 | $6,908+276.4% | $6,562+296.2% | $6,342+310.0% |
| Admin fee / account holder | $2 | $9,456-100.0% | $7,296-100.0% | $12,312-100.0% |