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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 | $675,330 | $127,096+431.4% | $105,736+538.7% | $135,380+398.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -9.65% | 4.49%-14.1pp | 6.27%-15.9pp | 519.81%-529.5pp |
| Employer contribution / active EE | $8,379 | $4,107+104.0% | $3,268+156.4% | $4,779+75.3% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |