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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 | $372,900 | $531,693-29.9% | $1,512,033-75.3% | $531,693-29.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 66.7%+33.3pp | 85.7%+14.3pp |
| Annual return | -39.54% | -13.27%-26.3pp | -18.32%-21.2pp | -13.27%-26.3pp |
| Employer contribution / active EE | $6,993 | $26,843-73.9% | $35,088-80.1% | $26,843-73.9% |
| Participant deferral / active EE | $8,899 | $7,797+14.1% | $2,814+216.2% | $7,797+14.1% |
| Admin fee / account holder | $0 | $75,116-100.0% | $275,124-100.0% | $75,116-100.0% |