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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 | $337,119 | $135,645+148.5% | $110,243+205.8% | $135,380+149.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.92% | 513.24%-522.2pp | 314.76%-323.7pp | 519.81%-528.7pp |
| Employer contribution / active EE | $14,865 | $4,907+202.9% | $3,827+288.5% | $4,779+211.1% |
| Participant deferral / active EE | $11,627 | $5,507+111.1% | $4,672+148.9% | $5,609+107.3% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |