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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 | $448,338 | $105,866+323.5% | $90,766+393.9% | $134,545+233.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -27.30% | -10.99%-16.3pp | -12.16%-15.1pp | 418.37%-445.7pp |
| Employer contribution / active EE | $11,358 | $3,464+227.9% | $2,922+288.7% | $4,742+139.5% |
| Participant deferral / active EE | $9,000 | $5,217+72.5% | $4,565+97.2% | $6,401+40.6% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,446-100.0% | $11,431-100.0% |