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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 | $550,369 | $167,362+228.8% | $143,799+282.7% | $134,532+309.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -28.14% | 0.47%-28.6pp | -0.04%-28.1pp | 418.27%-446.4pp |
| Employer contribution / active EE | $14,337 | $5,620+155.1% | $4,952+189.5% | $4,741+202.4% |
| Participant deferral / active EE | $9,000 | $6,447+39.6% | $5,638+59.6% | $6,401+40.6% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |