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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 | $69,118+317.1% | $53,647+437.4% | $138,895+107.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | -3.13% | 248.26%-251.4pp | 358.33%-361.5pp | 145.39%-148.5pp |
| Employer contribution / active EE | $741 | $1,189-37.7% | $962-23.0% | $4,194-82.3% |
| Participant deferral / active EE | $4,452 | $2,274+95.8% | $1,813+145.6% | $6,396-30.4% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |