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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 | $279,493 | $160,059+74.6% | $140,019+99.6% | $135,380+106.5% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.5%+5.4pp | 82.6%+10.2pp |
| Annual return | -9.37% | 911.48%-920.8pp | 651.17%-660.5pp | 519.81%-529.2pp |
| Employer contribution / active EE | $9,430 | $6,420+46.9% | $5,605+68.2% | $4,779+97.3% |
| Participant deferral / active EE | $11,362 | $7,641+48.7% | $6,927+64.0% | $5,609+102.6% |
| Admin fee / account holder | $13 | $13,328-99.9% | $10,705-99.9% | $10,828-99.9% |