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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 | $275,672 | $180,459+52.8% | $154,108+78.9% | $135,380+103.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.06% | 888.21%-898.3pp | 735.21%-745.3pp | 519.81%-529.9pp |
| Employer contribution / active EE | $4,291 | $6,035-28.9% | $5,298-19.0% | $4,779-10.2% |
| Participant deferral / active EE | $8,167 | $5,806+40.7% | $5,081+60.7% | $5,609+45.6% |
| Admin fee / account holder | $201 | $16,145-98.8% | $13,411-98.5% | $10,828-98.1% |