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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 | $859,851 | $138,114+522.6% | $125,391+585.7% | $134,545+539.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.48% | 750.88%-781.4pp | 572.41%-602.9pp | 418.37%-448.9pp |
| Employer contribution / active EE | $21,125 | $5,246+302.7% | $4,816+338.7% | $4,742+345.5% |
| Participant deferral / active EE | $28,167 | $7,801+261.1% | $7,448+278.2% | $6,401+340.0% |
| Admin fee / account holder | $120 | $11,570-99.0% | $10,009-98.8% | $11,431-99.0% |