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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 | $464,552 | $102,638+352.6% | $81,982+466.6% | $158,982+192.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | -9.76% | 61.05%-70.8pp | 41.31%-51.1pp | 302.99%-312.8pp |
| Employer contribution / active EE | $25,000 | $3,241+671.4% | $2,498+900.7% | $4,763+424.9% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,252-100.0% |