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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 | $379,509 | $138,102+174.8% | $125,381+202.7% | $134,532+182.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.81% | 750.73%-774.5pp | 572.31%-596.1pp | 418.27%-442.1pp |
| Employer contribution / active EE | $20,250 | $5,245+286.1% | $4,815+320.5% | $4,741+327.1% |
| Participant deferral / active EE | $13,500 | $7,801+73.1% | $7,448+81.3% | $6,401+110.9% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |