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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 | $288,321 | $67,823+325.1% | $52,425+450.0% | $137,256+110.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | -3.13% | 219.11%-222.2pp | 302.12%-305.3pp | 220.34%-223.5pp |
| Employer contribution / active EE | $741 | $1,163-36.3% | $914-18.9% | $4,156-82.2% |
| Participant deferral / active EE | $4,452 | $2,288+94.6% | $1,790+148.7% | $6,407-30.5% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |