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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 | $434,448 | $115,903+274.8% | $100,528+332.2% | $158,966+173.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | -10.27% | 34.80%-45.1pp | 30.90%-41.2pp | 302.95%-313.2pp |
| Employer contribution / active EE | $17,215 | $4,105+319.3% | $3,419+403.6% | $4,762+261.5% |
| Participant deferral / active EE | $10,033 | $6,677+50.3% | $6,271+60.0% | $5,983+67.7% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |