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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 | $4,218,599 | $190,843+2110.5% | $159,981+2536.9% | $134,493+3036.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -33.89% | 552.37%-586.3pp | 408.70%-442.6pp | 418.01%-451.9pp |
| Employer contribution / active EE | $24,179 | $4,993+384.2% | $4,224+472.4% | $4,740+410.1% |
| Participant deferral / active EE | $18,000 | $6,923+160.0% | $6,182+191.1% | $6,400+181.3% |
| Admin fee / account holder | $0 | $10,475-100.0% | $8,700-100.0% | $11,425-100.0% |