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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 | $284,966 | $138,114+106.3% | $125,391+127.3% | $134,545+111.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.97% | 750.88%-781.9pp | 572.41%-603.4pp | 418.37%-449.3pp |
| Employer contribution / active EE | $7,033 | $5,246+34.1% | $4,816+46.0% | $4,742+48.3% |
| Participant deferral / active EE | $15,416 | $7,801+97.6% | $7,448+107.0% | $6,401+140.8% |
| Admin fee / account holder | $60 | $11,570-99.5% | $10,009-99.4% | $11,431-99.5% |