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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 | $320,588 | $167,522+91.4% | $151,639+111.4% | $134,532+138.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.34% | 7.81%-30.1pp | 3.34%-25.7pp | 418.27%-440.6pp |
| Employer contribution / active EE | $8,069 | $6,828+18.2% | $6,165+30.9% | $4,741+70.2% |
| Participant deferral / active EE | $16,190 | $8,986+80.2% | $8,363+93.6% | $6,401+152.9% |
| Admin fee / account holder | $79 | $13,780-99.4% | $11,613-99.3% | $11,429-99.3% |