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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 | $316,513 | $202,460+56.3% | $169,385+86.9% | $139,456+127.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | -4.60% | 532.07%-536.7pp | 405.82%-410.4pp | 373.45%-378.0pp |
| Employer contribution / active EE | $21,365 | $4,691+355.4% | $4,012+432.6% | $4,753+349.5% |
| Participant deferral / active EE | $22,500 | $6,938+224.3% | $6,221+261.7% | $6,711+235.3% |
| Admin fee / account holder | $7 | $10,719-99.9% | $9,011-99.9% | $11,407-99.9% |