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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 | $937,765 | $110,337+749.9% | $102,383+815.9% | $145,877+542.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -44.44% | 24.83%-69.3pp | 24.94%-69.4pp | 551.28%-595.7pp |
| Employer contribution / active EE | $5,000 | $4,216+18.6% | $3,870+29.2% | $4,663+7.2% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |