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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 | $597,912 | $135,639+340.8% | $110,241+442.4% | $135,382+341.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.74% | 513.21%-521.9pp | 314.75%-323.5pp | 519.77%-528.5pp |
| Employer contribution / active EE | $27,764 | $4,907+465.8% | $3,827+625.6% | $4,779+481.0% |
| Participant deferral / active EE | $24,500 | $5,507+344.9% | $4,672+424.4% | $5,609+336.8% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |