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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 | $289,629 | $190,916+51.7% | $160,037+81.0% | $134,545+115.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.29% | 552.79%-574.1pp | 408.95%-430.2pp | 418.37%-439.7pp |
| Employer contribution / active EE | $26,449 | $4,996+429.4% | $4,226+525.9% | $4,742+457.8% |
| Participant deferral / active EE | $15,838 | $6,925+128.7% | $6,184+156.1% | $6,401+147.4% |
| Admin fee / account holder | $4 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |