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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 | $358,402 | $78,694+355.4% | $67,652+429.8% | $125,389+185.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -14.94% | 9.46%-24.4pp | 6625.40%-6640.3pp | 282.24%-297.2pp |
| Employer contribution / active EE | $22,000 | $3,044+622.8% | $2,266+871.0% | $4,866+352.1% |
| Participant deferral / active EE | $32,500 | $4,292+657.2% | $3,560+813.0% | $5,352+507.3% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |