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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 | $266,111 | $138,075+92.7% | $123,552+115.4% | $135,379+96.6% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -10.52% | 153.70%-164.2pp | 119.20%-129.7pp | 519.79%-530.3pp |
| Employer contribution / active EE | $6,919 | $5,152+34.3% | $4,628+49.5% | $4,779+44.8% |
| Participant deferral / active EE | $10,323 | $6,800+51.8% | $6,426+60.6% | $5,609+84.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |