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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 | $673,464 | $92,766+626.0% | $82,763+713.7% | $134,545+400.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.62% | 946.97%-968.6pp | 702.45%-724.1pp | 418.37%-440.0pp |
| Employer contribution / active EE | $16,461 | $3,273+402.9% | $3,008+447.2% | $4,742+247.2% |
| Participant deferral / active EE | $17,309 | $4,802+260.4% | $4,395+293.8% | $6,401+170.4% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |