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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 | $444,024 | $202,440+119.3% | $169,390+162.1% | $139,466+218.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | -6.18% | 532.36%-538.5pp | 406.07%-412.3pp | 373.66%-379.8pp |
| Employer contribution / active EE | $13,770 | $4,693+193.4% | $4,013+243.2% | $4,754+189.7% |
| Participant deferral / active EE | $9,486 | $6,940+36.7% | $6,222+52.5% | $6,712+41.3% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |