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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 | $255,146 | $160,059+59.4% | $140,019+82.2% | $135,380+88.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.72% | 911.48%-922.2pp | 651.17%-661.9pp | 519.81%-530.5pp |
| Employer contribution / active EE | $6,130 | $6,420-4.5% | $5,605+9.4% | $4,779+28.3% |
| Participant deferral / active EE | $15,245 | $7,641+99.5% | $6,927+120.1% | $5,609+171.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |