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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 | $942,780 | $142,392+562.1% | $119,622+688.1% | $134,532+600.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.37% | -12.46%-9.9pp | -14.98%-7.4pp | 418.27%-440.6pp |
| Employer contribution / active EE | $53,000 | $5,224+914.6% | $4,232+1152.3% | $4,741+1017.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $20 | $13,593-99.9% | $10,328-99.8% | $11,429-99.8% |