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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 | $105,853+323.5% | $90,752+394.0% | $134,493+233.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -27.30% | -10.99%-16.3pp | -12.16%-15.1pp | 418.01%-445.3pp |
| Employer contribution / active EE | $11,358 | $3,462+228.0% | $2,921+288.8% | $4,740+139.6% |
| Participant deferral / active EE | $9,000 | $5,216+72.6% | $4,564+97.2% | $6,400+40.6% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,446-100.0% | $11,425-100.0% |