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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 | $443,200 | $154,193+187.4% | $130,045+240.8% | $139,466+217.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -7.21% | 32.51%-39.7pp | -137.30%+130.1pp | 373.66%-380.9pp |
| Employer contribution / active EE | $4,625 | $5,292-12.6% | $4,321+7.0% | $4,754-2.7% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |