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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 | $276,670 | $92,219+200.0% | $76,767+260.4% | $135,380+104.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.06% | 5.46%-14.5pp | 2.43%-11.5pp | 519.81%-528.9pp |
| Employer contribution / active EE | $19,993 | $3,216+521.7% | $2,485+704.5% | $4,779+318.4% |
| Participant deferral / active EE | $11,014 | $4,508+144.3% | $3,852+185.9% | $5,609+96.4% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |