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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 | $727,891 | $129,737+461.1% | $119,126+511.0% | $154,746+370.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 4.68% | 379.08%-374.4pp | 282.11%-277.4pp | 172.34%-167.7pp |
| Employer contribution / active EE | $39,900 | $4,375+812.0% | $4,034+889.2% | $4,379+811.2% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |