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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 | $449,704 | $138,102+225.6% | $125,381+258.7% | $134,532+234.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.89% | 750.73%-773.6pp | 572.31%-595.2pp | 418.27%-441.2pp |
| Employer contribution / active EE | $16,061 | $5,245+206.2% | $4,815+233.5% | $4,741+238.8% |
| Participant deferral / active EE | $10,815 | $7,801+38.6% | $7,448+45.2% | $6,401+69.0% |
| Admin fee / account holder | $286 | $11,568-97.5% | $10,007-97.1% | $11,429-97.5% |