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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 | $452,674 | $82,314+449.9% | $68,808+557.9% | $134,532+236.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -22.98% | -2.18%-20.8pp | -6.37%-16.6pp | 418.27%-441.2pp |
| Employer contribution / active EE | $5,000 | $3,301+51.5% | $2,656+88.3% | $4,741+5.5% |
| Participant deferral / active EE | $8,543 | $4,740+80.2% | $3,942+116.7% | $6,401+33.5% |
| Admin fee / account holder | $0 | $6,484-100.0% | $4,936-100.0% | $11,429-100.0% |