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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 | $262,619 | $217,432+20.8% | $185,849+41.3% | $167,536+56.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -29.38% | 148.42%-177.8pp | 122.10%-151.5pp | 478.82%-508.2pp |
| Employer contribution / active EE | $6,589 | $5,875+12.2% | $5,169+27.5% | $4,839+36.2% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $241 | $19,818-98.8% | $16,244-98.5% | $12,315-98.0% |