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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 | $416,657 | $133,998+210.9% | $112,263+271.1% | $134,545+209.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -24.24% | 47.17%-71.4pp | 27.49%-51.7pp | 418.37%-442.6pp |
| Employer contribution / active EE | $16,103 | $4,040+298.6% | $3,636+342.9% | $4,742+239.6% |
| Participant deferral / active EE | $14,460 | $5,292+173.2% | $4,729+205.7% | $6,401+125.9% |
| Admin fee / account holder | $138 | $7,493-98.2% | $6,410-97.8% | $11,431-98.8% |