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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 | $372,213 | $138,114+169.5% | $125,391+196.8% | $134,545+176.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.68% | 750.88%-774.6pp | 572.41%-596.1pp | 418.37%-442.0pp |
| Employer contribution / active EE | $15,003 | $5,246+186.0% | $4,816+211.5% | $4,742+216.4% |
| Participant deferral / active EE | $15,738 | $7,801+101.7% | $7,448+111.3% | $6,401+145.8% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |