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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 | $257,870 | $138,072+86.8% | $123,549+108.7% | $135,382+90.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.09% | 153.69%-163.8pp | 119.20%-129.3pp | 519.77%-529.9pp |
| Employer contribution / active EE | $7,245 | $5,152+40.6% | $4,628+56.5% | $4,779+51.6% |
| Participant deferral / active EE | $7,454 | $6,799+9.6% | $6,426+16.0% | $5,609+32.9% |
| Admin fee / account holder | $18 | $10,917-99.8% | $9,284-99.8% | $10,829-99.8% |