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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 | $340,677 | $209,422+62.7% | $178,503+90.9% | $158,982+114.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -2.00% | 188.81%-190.8pp | 151.12%-153.1pp | 302.99%-305.0pp |
| Employer contribution / active EE | $3,726 | $5,707-34.7% | $5,011-25.6% | $4,763-21.8% |
| Participant deferral / active EE | $10,640 | $5,955+78.7% | $5,202+104.5% | $5,983+77.8% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |