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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 | $354,700 | $197,637+79.5% | $177,848+99.4% | $158,982+123.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -9.05% | 58.77%-67.8pp | 48.33%-57.4pp | 302.99%-312.0pp |
| Employer contribution / active EE | $14,343 | $6,698+114.1% | $5,919+142.3% | $4,763+201.1% |
| Participant deferral / active EE | $9,175 | $8,405+9.2% | $7,714+18.9% | $5,983+53.3% |
| Admin fee / account holder | $18 | $15,406-99.9% | $12,431-99.9% | $11,252-99.8% |