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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 | $736,915 | $133,981+450.0% | $112,249+556.5% | $134,532+447.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.91% | 47.16%-69.1pp | 27.48%-49.4pp | 418.27%-440.2pp |
| Employer contribution / active EE | $17,286 | $4,040+327.9% | $3,636+375.4% | $4,741+264.6% |
| Participant deferral / active EE | $21,225 | $5,292+301.1% | $4,729+348.8% | $6,401+231.6% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |