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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 | $579,498 | $142,392+307.0% | $119,622+384.4% | $134,532+330.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.56% | -12.46%-9.1pp | -14.98%-6.6pp | 418.27%-439.8pp |
| Employer contribution / active EE | $4,023 | $5,224-23.0% | $4,232-4.9% | $4,741-15.1% |
| Participant deferral / active EE | $17,333 | $6,467+168.0% | $5,601+209.5% | $6,401+170.8% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |