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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 | $309,756 | $167,362+85.1% | $143,799+115.4% | $134,532+130.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -74.02% | 0.47%-74.5pp | -0.04%-74.0pp | 418.27%-492.3pp |
| Employer contribution / active EE | $2,706 | $5,620-51.9% | $4,952-45.4% | $4,741-42.9% |
| Participant deferral / active EE | $8,440 | $6,447+30.9% | $5,638+49.7% | $6,401+31.9% |
| Admin fee / account holder | $133 | $18,094-99.3% | $14,677-99.1% | $11,429-98.8% |