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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 | $336,114 | $108,911+208.6% | $100,392+234.8% | $145,884+130.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | -40.86% | 58.23%-99.1pp | 49.45%-90.3pp | 551.85%-592.7pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,198 | $8,459-3.1% | $8,090+1.3% | $6,690+22.5% |
| Admin fee / account holder | $18 | $9,698-99.8% | $7,904-99.8% | $13,392-99.9% |