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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 | $253,973 | $138,078+83.9% | $125,363+102.6% | $134,509+88.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.38% | 750.49%-771.9pp | 572.15%-593.5pp | 418.13%-439.5pp |
| Employer contribution / active EE | $30,000 | $5,245+472.0% | $4,815+523.1% | $4,741+532.8% |
| Participant deferral / active EE | $14,700 | $7,800+88.5% | $7,447+97.4% | $6,400+129.7% |
| Admin fee / account holder | $45 | $11,566-99.6% | $10,005-99.6% | $11,427-99.6% |