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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 | $397,440 | $167,352+137.5% | $143,788+176.4% | $134,509+195.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.74% | 0.47%-21.2pp | -0.03%-20.7pp | 418.13%-438.9pp |
| Employer contribution / active EE | $16,036 | $5,620+185.3% | $4,952+223.8% | $4,741+238.3% |
| Participant deferral / active EE | $11,575 | $6,447+79.5% | $5,638+105.3% | $6,400+80.8% |
| Admin fee / account holder | $113 | $18,091-99.4% | $14,675-99.2% | $11,427-99.0% |