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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 | $436,415 | $135,645+221.7% | $110,243+295.9% | $135,380+222.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -11.20% | 513.24%-524.4pp | 314.76%-326.0pp | 519.81%-531.0pp |
| Employer contribution / active EE | $21,100 | $4,907+330.0% | $3,827+451.4% | $4,779+341.5% |
| Participant deferral / active EE | $14,205 | $5,507+157.9% | $4,672+204.0% | $5,609+153.2% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |