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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 | $782,227 | $138,076+466.5% | $123,553+533.1% | $135,380+477.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -20.74% | 153.70%-174.4pp | 119.21%-139.9pp | 519.81%-540.5pp |
| Employer contribution / active EE | $7,000 | $5,152+35.9% | $4,628+51.3% | $4,779+46.5% |
| Participant deferral / active EE | $24,500 | $6,800+260.3% | $6,426+281.3% | $5,609+336.8% |
| Admin fee / account holder | $79 | $10,917-99.3% | $9,284-99.1% | $10,828-99.3% |