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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 | $501,505 | $78,694+537.3% | $67,652+641.3% | $125,393+299.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.48% | 9.46%-12.9pp | 6625.04%-6628.5pp | 282.23%-285.7pp |
| Employer contribution / active EE | $31,333 | $3,044+929.4% | $2,266+1283.0% | $4,866+543.9% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,351-100.0% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |