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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 | $294,258 | $180,462+63.1% | $154,111+90.9% | $135,379+117.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.79% | 888.17%-899.0pp | 735.18%-746.0pp | 519.79%-530.6pp |
| Employer contribution / active EE | $4,870 | $6,036-19.3% | $5,298-8.1% | $4,779+1.9% |
| Participant deferral / active EE | $8,600 | $5,806+48.1% | $5,081+69.3% | $5,609+53.3% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |