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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 | $343,911 | $107,809+219.0% | $90,657+279.4% | $135,380+154.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -18.96% | -0.90%-18.1pp | 1.89%-20.8pp | 519.81%-538.8pp |
| Employer contribution / active EE | $27,500 | $3,018+811.2% | $2,532+986.2% | $4,779+475.4% |
| Participant deferral / active EE | $15,000 | $3,872+287.4% | $3,424+338.0% | $5,609+167.4% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |