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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 | $609,384 | $211,946+187.5% | $169,452+259.6% | $135,379+350.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -13.46% | 3.26%-16.7pp | 1.83%-15.3pp | 519.79%-533.2pp |
| Employer contribution / active EE | $33,500 | $5,117+554.7% | $4,157+705.9% | $4,779+601.0% |
| Participant deferral / active EE | $1,500 | $6,075-75.3% | $5,277-71.6% | $5,609-73.3% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |