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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 | $413,798 | $154,209+168.3% | $130,062+218.2% | $139,487+196.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -2.61% | 32.52%-35.1pp | -137.37%+134.8pp | 373.84%-376.5pp |
| Employer contribution / active EE | $13,314 | $5,292+151.6% | $4,322+208.0% | $4,755+180.0% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |