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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 | $691,205 | $135,905+408.6% | $126,068+448.3% | $198,609+248.0% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | -23.93% | 14.07%-38.0pp | 15.01%-38.9pp | 202.70%-226.6pp |
| Employer contribution / active EE | $43,500 | $4,245+924.7% | $3,968+996.3% | $5,055+760.5% |
| Participant deferral / active EE | $22,500 | $8,523+164.0% | $8,214+173.9% | $6,977+222.5% |
| Admin fee / account holder | $0 | $21,036-100.0% | $18,264-100.0% | $19,030-100.0% |