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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 | $1,168,501 | $131,829+786.4% | $108,579+976.2% | $273,965+326.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -1.68% | -91.57%+89.9pp | -51.70%+50.0pp | 41.45%-43.1pp |
| Employer contribution / active EE | $29,500 | $4,912+500.5% | $3,758+684.9% | $4,869+505.9% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |