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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 | $301,632 | $87,542+244.6% | $75,782+298.0% | $125,393+140.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -15.45% | 13.48%-28.9pp | 9.68%-25.1pp | 282.23%-297.7pp |
| Employer contribution / active EE | $11,667 | $3,930+196.9% | $3,323+251.1% | $4,866+139.8% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,351-100.0% |
| Admin fee / account holder | $235 | $6,502-96.4% | $5,300-95.6% | $9,541-97.5% |