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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 | $595,439 | $95,895+520.9% | $79,576+648.3% | $134,509+342.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -23.23% | -2.72%-20.5pp | 0.15%-23.4pp | 418.13%-441.4pp |
| Employer contribution / active EE | $11,750 | $3,128+275.6% | $2,413+386.9% | $4,741+147.9% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |