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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 | $595,076 | $72,071+725.7% | $68,368+770.4% | $137,256+333.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | -25.49% | 353.14%-378.6pp | 292.57%-318.1pp | 220.34%-245.8pp |
| Employer contribution / active EE | $46,500 | $2,788+1567.9% | $2,649+1655.4% | $4,156+1018.9% |
| Participant deferral / active EE | $31,000 | $4,410+602.9% | $4,123+651.9% | $6,407+383.9% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |