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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 | $304,085 | $142,392+113.6% | $119,622+154.2% | $134,532+126.0% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -22.89% | -12.46%-10.4pp | -14.98%-7.9pp | 418.27%-441.2pp |
| Employer contribution / active EE | $16,960 | $5,224+224.7% | $4,232+300.7% | $4,741+257.7% |
| Participant deferral / active EE | $18,625 | $6,467+188.0% | $5,601+232.6% | $6,401+191.0% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |