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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 | $371,894 | $138,076+169.3% | $123,553+201.0% | $135,380+174.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.64% | 153.70%-165.3pp | 119.21%-130.8pp | 519.81%-531.4pp |
| Employer contribution / active EE | $9,515 | $5,152+84.7% | $4,628+105.6% | $4,779+99.1% |
| Participant deferral / active EE | $13,734 | $6,800+102.0% | $6,426+113.7% | $5,609+144.9% |
| Admin fee / account holder | $70 | $10,917-99.4% | $9,284-99.2% | $10,828-99.4% |