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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 | $280,124 | $106,551+162.9% | $91,225+207.1% | $134,532+108.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -22.02% | 160.78%-182.8pp | 114.12%-136.1pp | 418.27%-440.3pp |
| Employer contribution / active EE | $8,340 | $3,331+150.3% | $2,851+192.5% | $4,741+75.9% |
| Participant deferral / active EE | $16,050 | $4,718+240.2% | $4,233+279.1% | $6,401+150.7% |
| Admin fee / account holder | -$746 | $6,234-112.0% | $5,422-113.8% | $11,429-106.5% |