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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 | $342,187 | $183,516+86.5% | $155,534+120.0% | $145,884+134.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -18.59% | 61.43%-80.0pp | 64.92%-83.5pp | 551.85%-570.4pp |
| Employer contribution / active EE | $2,430 | $5,315-54.3% | $4,675-48.0% | $4,662-47.9% |
| Participant deferral / active EE | $6,456 | $6,467-0.2% | $5,630+14.7% | $6,690-3.5% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |