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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 | $335,059 | $167,323+100.2% | $143,770+133.1% | $134,493+149.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.59% | 0.47%-22.1pp | -0.04%-21.5pp | 418.01%-439.6pp |
| Employer contribution / active EE | $20,333 | $5,619+261.8% | $4,951+310.7% | $4,740+329.0% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,425-100.0% |