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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 | $361,792 | $138,114+162.0% | $125,391+188.5% | $134,545+168.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.60% | 750.88%-774.5pp | 572.41%-596.0pp | 418.37%-442.0pp |
| Employer contribution / active EE | $3,953 | $5,246-24.7% | $4,816-17.9% | $4,742-16.6% |
| Participant deferral / active EE | $11,993 | $7,801+53.7% | $7,448+61.0% | $6,401+87.4% |
| Admin fee / account holder | $250 | $11,570-97.8% | $10,009-97.5% | $11,431-97.8% |