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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 | $657,598 | $202,440+224.8% | $169,390+288.2% | $139,466+371.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | -8.62% | 532.36%-541.0pp | 406.07%-414.7pp | 373.66%-382.3pp |
| Employer contribution / active EE | $8,418 | $4,693+79.4% | $4,013+109.8% | $4,754+77.1% |
| Participant deferral / active EE | $7,401 | $6,940+6.6% | $6,222+18.9% | $6,712+10.3% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |