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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 | $373,311 | $133,998+178.6% | $112,263+232.5% | $134,545+177.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.56% | 47.17%-70.7pp | 27.49%-51.1pp | 418.37%-441.9pp |
| Employer contribution / active EE | $25,432 | $4,040+529.5% | $3,636+599.4% | $4,742+436.4% |
| Participant deferral / active EE | $16,000 | $5,292+202.3% | $4,729+238.3% | $6,401+150.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |