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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 | $1,033,748 | $138,114+648.5% | $125,391+724.4% | $134,545+668.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.46% | 750.88%-773.3pp | 572.41%-594.9pp | 418.37%-440.8pp |
| Employer contribution / active EE | $4,500 | $5,246-14.2% | $4,816-6.6% | $4,742-5.1% |
| Participant deferral / active EE | $34,000 | $7,801+335.8% | $7,448+356.5% | $6,401+431.1% |
| Admin fee / account holder | $90 | $11,570-99.2% | $10,009-99.1% | $11,431-99.2% |