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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 | $884,752 | $192,737+359.0% | $142,460+521.1% | $139,456+534.4% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | -10.69% | 17.99%-28.7pp | 19.99%-30.7pp | 373.45%-384.1pp |
| Employer contribution / active EE | $32,000 | $5,806+451.2% | $4,847+560.2% | $4,753+573.3% |
| Participant deferral / active EE | $0 | $7,208-100.0% | $6,283-100.0% | $6,711-100.0% |
| Admin fee / account holder | $4 | $15,125-100.0% | $10,011-100.0% | $11,407-100.0% |