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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 | $441,522 | $138,102+219.7% | $125,381+252.1% | $134,532+228.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.34% | 750.73%-779.1pp | 572.31%-600.6pp | 418.27%-446.6pp |
| Employer contribution / active EE | $6,997 | $5,245+33.4% | $4,815+45.3% | $4,741+47.6% |
| Participant deferral / active EE | $19,789 | $7,801+153.7% | $7,448+165.7% | $6,401+209.2% |
| Admin fee / account holder | $70 | $11,568-99.4% | $10,007-99.3% | $11,429-99.4% |