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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 | $292,282 | $134,001+118.1% | $112,258+160.4% | $134,509+117.3% |
| Participation rate | 76.9% | 78.6%-1.6pp | 75.1%+1.9pp | 81.2%-4.3pp |
| Annual return | -21.21% | 47.15%-68.4pp | 27.47%-48.7pp | 418.13%-439.3pp |
| Employer contribution / active EE | $2,204 | $4,039-45.4% | $3,636-39.4% | $4,741-53.5% |
| Participant deferral / active EE | $3,375 | $5,291-36.2% | $4,728-28.6% | $6,400-47.3% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |