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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 | $292,093 | $138,078+111.5% | $125,363+133.0% | $134,509+117.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.35% | 750.49%-772.8pp | 572.15%-594.5pp | 418.13%-440.5pp |
| Employer contribution / active EE | $6,471 | $5,245+23.4% | $4,815+34.4% | $4,741+36.5% |
| Participant deferral / active EE | $17,100 | $7,800+119.2% | $7,447+129.6% | $6,400+167.2% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |