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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 | $804,378 | $99,652+707.2% | $78,778+921.1% | $147,586+445.0% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | -1.00% | 47.28%-48.3pp | 35.62%-36.6pp | 578.59%-579.6pp |
| Employer contribution / active EE | $23,148 | $2,796+728.0% | $1,986+1065.8% | $4,876+374.7% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |