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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 | $434,932 | $167,352+159.9% | $143,788+202.5% | $134,509+223.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.43% | 0.47%-24.9pp | -0.03%-24.4pp | 418.13%-442.6pp |
| Employer contribution / active EE | $15,700 | $5,620+179.4% | $4,952+217.1% | $4,741+231.2% |
| Participant deferral / active EE | $8,667 | $6,447+34.4% | $5,638+53.7% | $6,400+35.4% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |