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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 | $1,262,596 | $157,829+700.0% | $136,867+822.5% | $198,609+535.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | -19.41% | 51.25%-70.7pp | 42.97%-62.4pp | 202.70%-222.1pp |
| Employer contribution / active EE | $2,640 | $3,923-32.7% | $3,547-25.6% | $5,055-47.8% |
| Participant deferral / active EE | $2,640 | $5,463-51.7% | $4,924-46.4% | $6,977-62.2% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |