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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 | $293,207 | $138,076+112.4% | $123,553+137.3% | $135,380+116.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.41% | 153.70%-164.1pp | 119.21%-129.6pp | 519.81%-530.2pp |
| Employer contribution / active EE | $4,583 | $5,152-11.1% | $4,628-1.0% | $4,779-4.1% |
| Participant deferral / active EE | $8,125 | $6,800+19.5% | $6,426+26.4% | $5,609+44.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |