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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 | $396,787 | $138,075+187.4% | $123,552+221.2% | $135,379+193.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.98% | 153.70%-164.7pp | 119.20%-130.2pp | 519.79%-530.8pp |
| Employer contribution / active EE | $2,692 | $5,152-47.8% | $4,628-41.8% | $4,779-43.7% |
| Participant deferral / active EE | $17,767 | $6,800+161.3% | $6,426+176.5% | $5,609+216.8% |
| Admin fee / account holder | -$6,518 | $10,917-159.7% | $9,285-170.2% | $10,828-160.2% |