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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 | $776,174 | $152,597+408.6% | $117,533+560.4% | $134,532+476.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -27.50% | 53.04%-80.5pp | 29.77%-57.3pp | 418.27%-445.8pp |
| Employer contribution / active EE | $22,610 | $5,576+305.5% | $4,179+441.0% | $4,741+376.9% |
| Participant deferral / active EE | $17,100 | $4,821+254.7% | $4,072+319.9% | $6,401+167.1% |
| Admin fee / account holder | $0 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |