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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 | $307,988 | $180,459+70.7% | $154,108+99.9% | $135,380+127.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.05% | 888.21%-900.3pp | 735.21%-747.3pp | 519.81%-531.9pp |
| Employer contribution / active EE | $14,191 | $6,035+135.1% | $5,298+167.9% | $4,779+197.0% |
| Participant deferral / active EE | $20,000 | $5,806+244.4% | $5,081+293.6% | $5,609+256.6% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |