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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 | $387,254 | $138,075+180.5% | $123,552+213.4% | $135,379+186.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.85% | 153.70%-163.5pp | 119.20%-129.1pp | 519.79%-529.6pp |
| Employer contribution / active EE | $2,508 | $5,152-51.3% | $4,628-45.8% | $4,779-47.5% |
| Participant deferral / active EE | $13,682 | $6,800+101.2% | $6,426+112.9% | $5,609+143.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |