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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 | $325,912 | $160,059+103.6% | $140,019+132.8% | $135,379+140.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.35% | 911.44%-920.8pp | 651.15%-660.5pp | 519.79%-529.1pp |
| Employer contribution / active EE | $14,400 | $6,420+124.3% | $5,605+156.9% | $4,779+201.3% |
| Participant deferral / active EE | $15,600 | $7,641+104.2% | $6,927+125.2% | $5,609+178.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |