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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 | $350,276 | $138,076+153.7% | $123,553+183.5% | $135,380+158.7% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -10.44% | 153.70%-164.1pp | 119.21%-129.6pp | 519.81%-530.2pp |
| Employer contribution / active EE | $13,313 | $5,152+158.4% | $4,628+187.7% | $4,779+178.6% |
| Participant deferral / active EE | $3,476 | $6,800-48.9% | $6,426-45.9% | $5,609-38.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |