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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 | $1,057,152 | $129,960+713.4% | $104,299+913.6% | $134,545+685.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -21.01% | 42.06%-63.1pp | 24.62%-45.6pp | 418.37%-439.4pp |
| Employer contribution / active EE | $3,884 | $4,186-7.2% | $3,373+15.2% | $4,742-18.1% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $117 | $9,324-98.7% | $7,339-98.4% | $11,431-99.0% |