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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 | $267,301 | $295,344-9.5% | $169,452+57.7% | - |
| Participation rate | 0.0% | 68.3%-68.3pp | 77.8%-77.8pp | - |
| Annual return | -17.56% | -3.68%-13.9pp | 1.83%-19.4pp | - |
| Employer contribution / active EE | $0 | $1,621-100.0% | $4,157-100.0% | - |
| Participant deferral / active EE | $0 | $3,919-100.0% | $5,277-100.0% | - |
| Admin fee / account holder | $0 | $18,915-100.0% | $9,110-100.0% | - |