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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 | $558,808 | $197,625+182.8% | $177,840+214.2% | $158,966+251.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -8.20% | 58.76%-67.0pp | 48.32%-56.5pp | 302.95%-311.1pp |
| Employer contribution / active EE | $20,905 | $6,698+212.1% | $5,919+253.2% | $4,762+339.0% |
| Participant deferral / active EE | $7,375 | $8,405-12.3% | $7,714-4.4% | $5,983+23.3% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |