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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 | $354,544 | $209,425+69.3% | $178,499+98.6% | $158,966+123.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -38.51% | 188.80%-227.3pp | 151.10%-189.6pp | 302.95%-341.5pp |
| Employer contribution / active EE | $7,121 | $5,707+24.8% | $5,011+42.1% | $4,762+49.5% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $200 | $17,078-98.8% | $13,986-98.6% | $11,250-98.2% |