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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 | $793,297 | $106,280+646.4% | $96,538+721.7% | $139,487+468.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -10.60% | 38.48%-49.1pp | 35.74%-46.3pp | 373.84%-384.4pp |
| Employer contribution / active EE | $19,922 | $4,107+385.1% | $3,740+432.6% | $4,755+319.0% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |