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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 | $526,863 | $107,368+390.7% | $92,915+467.0% | $152,909+244.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | -5.92% | 145.64%-151.6pp | 109.45%-115.4pp | 345.46%-351.4pp |
| Employer contribution / active EE | $8,426 | $4,222+99.6% | $3,653+130.6% | $4,764+76.9% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |