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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 | $251,873 | $180,459+39.6% | $154,108+63.4% | $135,380+86.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -26.94% | 888.21%-915.2pp | 735.21%-762.1pp | 519.81%-546.7pp |
| Employer contribution / active EE | $1,507 | $6,035-75.0% | $5,298-71.5% | $4,779-68.5% |
| Participant deferral / active EE | $9,594 | $5,806+65.2% | $5,081+88.8% | $5,609+71.0% |
| Admin fee / account holder | $75 | $16,145-99.5% | $13,411-99.4% | $10,828-99.3% |