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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 | $456,070 | $82,324+454.0% | $68,803+562.9% | $134,545+239.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -21.27% | -2.17%-19.1pp | -6.37%-14.9pp | 418.37%-439.6pp |
| Employer contribution / active EE | $3,150 | $3,302-4.6% | $2,656+18.6% | $4,742-33.6% |
| Participant deferral / active EE | $12,027 | $4,740+153.7% | $3,942+205.1% | $6,401+87.9% |
| Admin fee / account holder | $0 | $6,485-100.0% | $4,936-100.0% | $11,431-100.0% |