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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 | $612,415 | $92,743+560.3% | $82,744+640.1% | $134,532+355.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.99% | 946.63%-970.6pp | 702.22%-726.2pp | 418.27%-442.3pp |
| Employer contribution / active EE | $27,500 | $3,273+740.3% | $3,008+814.2% | $4,741+480.0% |
| Participant deferral / active EE | $19,500 | $4,802+306.1% | $4,395+343.7% | $6,401+204.6% |
| Admin fee / account holder | $20 | $5,977-99.7% | $5,325-99.6% | $11,429-99.8% |