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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 | $696,197 | $198,470+250.8% | $170,444+308.5% | $147,585+371.7% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | -41.34% | 257.30%-298.6pp | 205.94%-247.3pp | 578.56%-619.9pp |
| Employer contribution / active EE | $39,407 | $6,184+537.3% | $5,433+625.4% | $4,876+708.1% |
| Participant deferral / active EE | $5,817 | $5,629+3.3% | $4,939+17.8% | $5,439+7.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,885-100.0% |