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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 | $290,295 | $95,917+202.7% | $79,583+264.8% | $134,545+115.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -22.24% | -2.70%-19.5pp | 0.16%-22.4pp | 418.37%-440.6pp |
| Employer contribution / active EE | $14,735 | $3,129+370.9% | $2,414+510.5% | $4,742+210.8% |
| Participant deferral / active EE | $5,306 | $4,694+13.0% | $3,986+33.1% | $6,401-17.1% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |