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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 | $337,167 | $176,105+91.5% | $159,474+111.4% | $167,536+101.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -4.45% | 331.91%-336.4pp | 263.68%-268.1pp | 478.82%-483.3pp |
| Employer contribution / active EE | $12,086 | $5,299+128.1% | $4,831+150.2% | $4,839+149.8% |
| Participant deferral / active EE | $6,142 | $7,751-20.8% | $7,353-16.5% | $6,342-3.2% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |