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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 | $709,596 | $91,911+672.0% | $68,612+934.2% | $135,380+424.2% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -10.86% | -8.22%-2.6pp | -4.63%-6.2pp | 519.81%-530.7pp |
| Employer contribution / active EE | $55,000 | $3,924+1301.8% | $2,625+1995.2% | $4,779+1050.9% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $65 | $9,240-99.3% | $5,131-98.7% | $10,828-99.4% |