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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 | $858,560 | $190,879+349.8% | $160,009+436.6% | $134,532+538.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.83% | 552.63%-573.5pp | 408.85%-429.7pp | 418.27%-439.1pp |
| Employer contribution / active EE | $21,337 | $4,995+327.2% | $4,225+405.0% | $4,741+350.0% |
| Participant deferral / active EE | $13,500 | $6,924+95.0% | $6,183+118.3% | $6,401+110.9% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |