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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 | $348,470 | $190,879+82.6% | $160,009+117.8% | $134,532+159.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -26.98% | 552.63%-579.6pp | 408.85%-435.8pp | 418.27%-445.2pp |
| Employer contribution / active EE | $4,943 | $4,995-1.0% | $4,225+17.0% | $4,741+4.3% |
| Participant deferral / active EE | $9,000 | $6,924+30.0% | $6,183+45.6% | $6,401+40.6% |
| Admin fee / account holder | $93 | $10,495-99.1% | $8,715-98.9% | $11,429-99.2% |