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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 | $602,710 | $198,457+203.7% | $170,435+253.6% | $147,586+308.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -7.75% | 257.30%-265.1pp | 205.94%-213.7pp | 578.59%-586.3pp |
| Employer contribution / active EE | $10,142 | $6,183+64.0% | $5,432+86.7% | $4,876+108.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $114 | $16,852-99.3% | $13,881-99.2% | $10,886-99.0% |