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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 | $461,449 | $138,102+234.1% | $125,381+268.0% | $134,532+243.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.94% | 750.73%-776.7pp | 572.31%-598.3pp | 418.27%-444.2pp |
| Employer contribution / active EE | $6,244 | $5,245+19.0% | $4,815+29.7% | $4,741+31.7% |
| Participant deferral / active EE | $7,917 | $7,801+1.5% | $7,448+6.3% | $6,401+23.7% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |