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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 | $421,446 | $138,078+205.2% | $125,363+236.2% | $134,509+213.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.19% | 750.49%-771.7pp | 572.15%-593.3pp | 418.13%-439.3pp |
| Employer contribution / active EE | $2,765 | $5,245-47.3% | $4,815-42.6% | $4,741-41.7% |
| Participant deferral / active EE | $15,133 | $7,800+94.0% | $7,447+103.2% | $6,400+136.4% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |