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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 | $497,716 | $133,981+271.5% | $112,249+343.4% | $134,532+270.0% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -25.23% | 47.16%-72.4pp | 27.48%-52.7pp | 418.27%-443.5pp |
| Employer contribution / active EE | $1,954 | $4,040-51.6% | $3,636-46.2% | $4,741-58.8% |
| Participant deferral / active EE | $4,655 | $5,292-12.0% | $4,729-1.6% | $6,401-27.3% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |