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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 | $339,482 | $180,462+88.1% | $154,111+120.3% | $135,379+150.8% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -9.66% | 888.17%-897.8pp | 735.18%-744.8pp | 519.79%-529.4pp |
| Employer contribution / active EE | $7,380 | $6,036+22.3% | $5,298+39.3% | $4,779+54.4% |
| Participant deferral / active EE | $11,108 | $5,806+91.3% | $5,081+118.6% | $5,609+98.0% |
| Admin fee / account holder | $3 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |