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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 | $461,383 | $180,459+155.7% | $154,108+199.4% | $135,380+240.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.66% | 888.21%-897.9pp | 735.21%-744.9pp | 519.81%-529.5pp |
| Employer contribution / active EE | $13,185 | $6,035+118.5% | $5,298+148.9% | $4,779+175.9% |
| Participant deferral / active EE | $16,367 | $5,806+181.9% | $5,081+222.1% | $5,609+191.8% |
| Admin fee / account holder | $15 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |