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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 | $275,256 | $138,102+99.3% | $125,381+119.5% | $134,532+104.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.73% | 750.73%-774.5pp | 572.31%-596.0pp | 418.27%-442.0pp |
| Employer contribution / active EE | $5,733 | $5,245+9.3% | $4,815+19.1% | $4,741+20.9% |
| Participant deferral / active EE | $11,863 | $7,801+52.1% | $7,448+59.3% | $6,401+85.3% |
| Admin fee / account holder | $126 | $11,568-98.9% | $10,007-98.7% | $11,429-98.9% |