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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 | $320,921 | $180,462+77.8% | $154,111+108.2% | $135,379+137.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -14.04% | 888.17%-902.2pp | 735.18%-749.2pp | 519.79%-533.8pp |
| Employer contribution / active EE | $2,266 | $6,036-62.5% | $5,298-57.2% | $4,779-52.6% |
| Participant deferral / active EE | $7,609 | $5,806+31.1% | $5,081+49.8% | $5,609+35.7% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |