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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 | $388,787 | $142,392+173.0% | $119,622+225.0% | $134,532+189.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -34.91% | -12.46%-22.4pp | -14.98%-19.9pp | 418.27%-453.2pp |
| Employer contribution / active EE | $9,533 | $5,224+82.5% | $4,232+125.3% | $4,741+101.1% |
| Participant deferral / active EE | $22,633 | $6,467+250.0% | $5,601+304.1% | $6,401+253.6% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |