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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 | $724,486 | $108,201+569.6% | $77,498+834.8% | $158,931+355.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | -0.63% | 31.68%-32.3pp | 54.79%-55.4pp | 302.86%-303.5pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $2,457-100.0% | $1,861-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,858-100.0% | $11,247-100.0% |