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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 | $293,857 | $69,541+322.6% | $59,899+390.6% | $135,380+117.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -10.39% | 7.95%-18.3pp | 3.46%-13.8pp | 519.81%-530.2pp |
| Employer contribution / active EE | $4,649 | $3,236+43.7% | $2,723+70.7% | $4,779-2.7% |
| Participant deferral / active EE | $14,025 | $4,206+233.5% | $3,402+312.2% | $5,609+150.0% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |