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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 | $362,636 | $131,835+175.1% | $108,582+234.0% | $273,972+32.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -2.52% | -91.57%+89.1pp | -51.70%+49.2pp | 41.46%-44.0pp |
| Employer contribution / active EE | $24,302 | $4,913+394.7% | $3,758+546.6% | $4,869+399.1% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $252 | $10,253-97.5% | $7,645-96.7% | $10,133-97.5% |