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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 | $565,007 | $138,102+309.1% | $125,381+350.6% | $134,532+320.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.17% | 750.73%-772.9pp | 572.31%-594.5pp | 418.27%-440.4pp |
| Employer contribution / active EE | $21,880 | $5,245+317.1% | $4,815+354.4% | $4,741+361.5% |
| Participant deferral / active EE | $13,222 | $7,801+69.5% | $7,448+77.5% | $6,401+106.6% |
| Admin fee / account holder | $24 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |