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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 | $270,052 | $190,843+41.5% | $159,981+68.8% | $134,493+100.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -24.36% | 552.37%-576.7pp | 408.70%-433.1pp | 418.01%-442.4pp |
| Employer contribution / active EE | $14,181 | $4,993+184.0% | $4,224+235.7% | $4,740+199.2% |
| Participant deferral / active EE | $13,667 | $6,923+97.4% | $6,182+121.1% | $6,400+113.5% |
| Admin fee / account holder | $0 | $10,475-100.0% | $8,700-100.0% | $11,425-100.0% |