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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 | $289,821 | $88,603+227.1% | $69,890+314.7% | $134,545+115.4% |
| Participation rate | 85.7% | 74.9%+10.8pp | 70.5%+15.2pp | 81.2%+4.5pp |
| Annual return | -25.25% | 442.93%-468.2pp | 190.84%-216.1pp | 418.37%-443.6pp |
| Employer contribution / active EE | $2,809 | $3,236-13.2% | $2,560+9.7% | $4,742-40.8% |
| Participant deferral / active EE | $6,111 | $4,771+28.1% | $3,848+58.8% | $6,401-4.5% |
| Admin fee / account holder | $0 | $10,443-100.0% | $6,267-100.0% | $11,431-100.0% |