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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 | $724,355 | $209,428+245.9% | $178,498+305.8% | $158,950+355.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -32.31% | 188.78%-221.1pp | 151.09%-183.4pp | 302.91%-335.2pp |
| Employer contribution / active EE | $32,783 | $5,707+474.4% | $5,011+554.2% | $4,762+588.4% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |