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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 | $375,070 | $88,603+323.3% | $69,890+436.7% | $134,545+178.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -22.37% | 442.93%-465.3pp | 190.84%-213.2pp | 418.37%-440.7pp |
| Employer contribution / active EE | $13,558 | $3,236+319.0% | $2,560+429.6% | $4,742+185.9% |
| Participant deferral / active EE | $7,692 | $4,771+61.2% | $3,848+99.9% | $6,401+20.2% |
| Admin fee / account holder | $20 | $10,443-99.8% | $6,267-99.7% | $11,431-99.8% |