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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 | $725,358 | $138,078+425.3% | $125,363+478.6% | $134,509+439.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -35.57% | 750.49%-786.1pp | 572.15%-607.7pp | 418.13%-453.7pp |
| Employer contribution / active EE | $3,809 | $5,245-27.4% | $4,815-20.9% | $4,741-19.6% |
| Participant deferral / active EE | $11,981 | $7,800+53.6% | $7,447+60.9% | $6,400+87.2% |
| Admin fee / account holder | $154 | $11,566-98.7% | $10,005-98.5% | $11,427-98.7% |