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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 | $478,978 | $165,399+189.6% | $149,745+219.9% | $158,982+201.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -7.88% | 348.34%-356.2pp | 276.72%-284.6pp | 302.99%-310.9pp |
| Employer contribution / active EE | $30,599 | $5,105+499.4% | $4,646+558.7% | $4,763+542.5% |
| Participant deferral / active EE | $23,275 | $7,183+224.0% | $6,843+240.1% | $5,983+289.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |