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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 | $486,114 | $67,396+621.3% | $60,919+698.0% | $134,545+261.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -22.65% | 50.12%-72.8pp | 16.96%-39.6pp | 418.37%-441.0pp |
| Employer contribution / active EE | $5,924 | $3,101+91.0% | $2,704+119.1% | $4,742+24.9% |
| Participant deferral / active EE | $17,740 | $4,534+291.2% | $3,814+365.1% | $6,401+177.1% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |