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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 | $432,930 | $96,388+349.2% | $80,627+437.0% | $139,466+210.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | -5.90% | 1352.08%-1358.0pp | 936.76%-942.7pp | 373.66%-379.6pp |
| Employer contribution / active EE | $11,604 | $3,260+256.0% | $2,723+326.2% | $4,754+144.1% |
| Participant deferral / active EE | $28,500 | $5,224+445.5% | $4,443+541.5% | $6,712+324.6% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |