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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 | $302,506 | $180,459+67.6% | $154,108+96.3% | $135,380+123.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.08% | 888.21%-898.3pp | 735.21%-745.3pp | 519.81%-529.9pp |
| Employer contribution / active EE | $18,679 | $6,035+209.5% | $5,298+252.6% | $4,779+290.9% |
| Participant deferral / active EE | $7,625 | $5,806+31.3% | $5,081+50.1% | $5,609+35.9% |
| Admin fee / account holder | $40 | $16,145-99.8% | $13,411-99.7% | $10,828-99.6% |