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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 | $260,062 | $152,612+70.4% | $125,192+107.7% | $152,897+70.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | -3.57% | 54.85%-58.4pp | 43.79%-47.4pp | 345.43%-349.0pp |
| Employer contribution / active EE | $3,134 | $4,947-36.7% | $3,866-18.9% | $4,764-34.2% |
| Participant deferral / active EE | $4,603 | $5,868-21.6% | $4,937-6.8% | $5,851-21.3% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |