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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 | $603,807 | $138,102+337.2% | $125,381+381.6% | $134,532+348.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.89% | 750.73%-771.6pp | 572.31%-593.2pp | 418.27%-439.2pp |
| Employer contribution / active EE | $5,952 | $5,245+13.5% | $4,815+23.6% | $4,741+25.5% |
| Participant deferral / active EE | $7,080 | $7,801-9.2% | $7,448-4.9% | $6,401+10.6% |
| Admin fee / account holder | $25 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |