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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 | $448,886 | $138,102+225.0% | $125,381+258.0% | $134,532+233.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.15% | 750.73%-771.9pp | 572.31%-593.5pp | 418.27%-439.4pp |
| Employer contribution / active EE | $23,403 | $5,245+346.2% | $4,815+386.0% | $4,741+393.6% |
| Participant deferral / active EE | $19,794 | $7,801+153.8% | $7,448+165.8% | $6,401+209.2% |
| Admin fee / account holder | $30 | $11,568-99.7% | $10,007-99.7% | $11,429-99.7% |