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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 | $351,623 | $138,102+154.6% | $125,381+180.4% | $134,532+161.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.16% | 750.73%-771.9pp | 572.31%-593.5pp | 418.27%-439.4pp |
| Employer contribution / active EE | $14,125 | $5,245+169.3% | $4,815+193.3% | $4,741+197.9% |
| Participant deferral / active EE | $11,746 | $7,801+50.6% | $7,448+57.7% | $6,401+83.5% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |