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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 | $262,749 | $142,361+84.6% | $119,608+119.7% | $134,509+95.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -28.53% | -12.46%-16.1pp | -14.98%-13.5pp | 418.13%-446.7pp |
| Employer contribution / active EE | $4,623 | $5,224-11.5% | $4,232+9.2% | $4,741-2.5% |
| Participant deferral / active EE | $8,820 | $6,468+36.3% | $5,601+57.5% | $6,400+37.8% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |