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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 | $507,085 | $82,314+516.0% | $68,808+637.0% | $134,532+276.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -22.72% | -2.18%-20.5pp | -6.37%-16.4pp | 418.27%-441.0pp |
| Employer contribution / active EE | $15,400 | $3,301+366.5% | $2,656+479.9% | $4,741+224.8% |
| Participant deferral / active EE | $24,734 | $4,740+421.8% | $3,942+527.4% | $6,401+286.4% |
| Admin fee / account holder | $0 | $6,484-100.0% | $4,936-100.0% | $11,429-100.0% |