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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 | $371,833 | $100,811+268.8% | $86,698+328.9% | $134,545+176.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.26% | 29.11%-50.4pp | 35.96%-57.2pp | 418.37%-439.6pp |
| Employer contribution / active EE | $5,232 | $3,490+49.9% | $2,837+84.4% | $4,742+10.4% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |