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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 | $757,711 | $105,866+615.7% | $90,766+734.8% | $134,545+463.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -22.37% | -10.99%-11.4pp | -12.16%-10.2pp | 418.37%-440.7pp |
| Employer contribution / active EE | $18,317 | $3,464+428.8% | $2,922+526.9% | $4,742+286.3% |
| Participant deferral / active EE | $18,000 | $5,217+245.0% | $4,565+294.3% | $6,401+181.2% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,446-100.0% | $11,431-100.0% |