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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 | $272,569 | $138,114+97.4% | $125,391+117.4% | $134,545+102.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.42% | 750.88%-778.3pp | 572.41%-599.8pp | 418.37%-445.8pp |
| Employer contribution / active EE | $23,310 | $5,246+344.3% | $4,816+384.0% | $4,742+391.6% |
| Participant deferral / active EE | $15,351 | $7,801+96.8% | $7,448+106.1% | $6,401+139.8% |
| Admin fee / account holder | $68 | $11,570-99.4% | $10,009-99.3% | $11,431-99.4% |