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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 | $351,016 | $92,219+280.6% | $76,767+357.2% | $135,380+159.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -12.23% | 5.46%-17.7pp | 2.43%-14.7pp | 519.81%-532.0pp |
| Employer contribution / active EE | $22,092 | $3,216+587.0% | $2,485+788.9% | $4,779+362.3% |
| Participant deferral / active EE | $12,403 | $4,508+175.1% | $3,852+222.0% | $5,609+121.1% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |