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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 | $340,600 | $138,114+146.6% | $125,391+171.6% | $134,545+153.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.30% | 750.88%-772.2pp | 572.41%-593.7pp | 418.37%-439.7pp |
| Employer contribution / active EE | $9,150 | $5,246+74.4% | $4,816+90.0% | $4,742+93.0% |
| Participant deferral / active EE | $20,154 | $7,801+158.4% | $7,448+170.6% | $6,401+214.8% |
| Admin fee / account holder | $70 | $11,570-99.4% | $10,009-99.3% | $11,431-99.4% |