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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 | $319,719 | $138,102+131.5% | $125,381+155.0% | $134,532+137.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.31% | 750.73%-773.0pp | 572.31%-594.6pp | 418.27%-440.6pp |
| Employer contribution / active EE | $4,456 | $5,245-15.0% | $4,815-7.5% | $4,741-6.0% |
| Participant deferral / active EE | $13,118 | $7,801+68.2% | $7,448+76.1% | $6,401+104.9% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |